The market is very sensitive right now and is reacting to any news. The first reaction was negative, but we are very far from the election still. So personally, I think it is still early to say whether this is a negative or a positive development. We can also look at it as, by getting Lula back in the running, and again polarizing the presidential dispute, it diminishes the uncertainties regarding who will run. It may also bring some discipline to the (Bolsonaro) government seeing that now there will be a competitive candidate, as opposed to the “cloud” of multiple uncertain options. It will be really interesting now to see what Huck will do.
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