After Brazil's Market Rout, Bargain Hunters Step In

The smart money is buying the dip in Brazil after the surprise election of President Luiz Inácio Lula da Silva.

Barrons • 11 hours ago

Investors expect markets to unwind as Brazil's Lula reelected

Brazilian stocks and the real currency slumped after the surprise reelection of President Luiz Inacio Lula da Silva as the bullish investor sentiment which ‌followed his right-wing rival's success in the first round of voting evaporated.

Reuters • Oct 26, 2026

A shock in Brazil sends stocks plunging, while neoclouds take another hit

Here are the key things investors need to know to start the trading day.

CNBC • Oct 26, 2026

Lula wins Brazil runoff after prediction markets favored Bolsonaro

In a runoff election, Luiz Inácio Lula da Silva defeated Flávio Bolsonaro, the right-wing candidate and son of former president Jair Bolsonaro, by 51.8% to 48.2%, according to the country's Superior Electoral Court. As late as Sunday afternoon, Lula remained a significant underdog on prediction markets.

CNBC • Oct 26, 2026

Brazil markets, currency reel from leftist Luiz Inácio Lula da Silva's election win

Brazil's markets and currency plungedMonday in the aftermath of leftist President Luiz Inácio Lula da Silva's reelection victory, prompting a temporary halt in trading in the South American country.

New York Post • Oct 26, 2026

FLBR: Brazil Stocks Plunge On A Shocking Lula Win, Equities Are Cheap

I am bullish on the Franklin FTSE Brazil ETF after its post-election plunge, citing exceptionally low valuation and commodity strength. FLBR now trades near long-term support at $20, with a cheap 8.3x earnings multiple and a solid 10.5% EPS growth rate. The FLBR ETF is overweight Financials and Energy, benefiting from higher rates and commodity prices, while tech exposure is minimal.

Seeking Alpha • Oct 26, 2026

Brazil Braces for More Market Turbulence: Market Analysis

Guy Johnson, Oliver Crook and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Like this video?

Bloomberg Markets and Finance • Oct 26, 2026

What Lula's Win Means for Brazil's Markets, Currency

Nur Cristiani, head of Latin America investment strategy at JPMorgan Private Bank, examines the market implications of the Brazilian election after President Luiz Inácio Lula da Silva pulled off a stunning comeback to defeat Flávio Bolsonaro, the right-wing candidate that many investors preferred. She speaks on “Bloomberg Surveillance.

Bloomberg Markets and Finance • Oct 26, 2026

Brazil ETFs Crash More Than 20% After Lula Win: Can Markets Look Past the Political Shock?

Brazil-focused ETFs face a volatile U.S. session after President Luiz Inácio Lula da Silva defeated Senator Flávio Bolsonaro in Sunday's presidential runoff, challenging investor expectations of a political shift and more orthodox fiscal policies. The iShares MSCI Brazil ETF (NYSE:EWZ) and Franklin FTSE Brazil ETF (NYSE:FLBR) plunged 27.3% AND 21.6% in premarket trading, Monday.

Benzinga • Oct 26, 2026

An Upset In Brazil Upsets Markets

This was not the result investors had anticipated. Brazil markets have entered panic mode, with the iShares MSCI Brazil ETF (EWZ) plunging more than 27% in premarket trading, after President Luiz Inácio Lula da Silva clung to power in Sunday's runoff election.

Seeking Alpha • Oct 26, 2026