Brazil: DataFolha poll, Lula speech, PMIs set Thursday market agenda

Brazilian markets open Thursday with a DataFolha poll on Lula's approval, a scheduled speech by President Lula, and PMI releases. The poll and speech could signal political stability or friction ahead of the 2026 election cycle, while PMIs will gauge economic momentum. Uncertainty centers on the poll's direction and any policy signals in Lula's remarks.