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STF crisis over Moraes-Vorcaro ties reshapes Brazil presidential race
Valor Econômico·BR · US·3 days ago
Brazilian fund manager Stuhlberger assesses that a Flávio victory would trigger short-term stock market euphoria, potentially lifting equities 30%, but warns the candidate is 'weak' and lacks a plan, complicating reform passage even for the opposition. The market impact is expected to be most pronounced in stocks, with uncertainty over fiscal policy and reform prospects.