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EDITION Nº 006 · BRAZILMONDAY, NOVEMBER 2, 2026 · 12:19
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GOVERNMENT & PUBLIC FINANCES29 OCT 2026 · 15:54

Edinho Silva bets on Lula's successor appearing naturally in 2030, if the PT is strong

President of the PT says that the succession must emerge organically, as long as the party is organized and close to the base. The horizon for the market is long.

BY THE X-TRADER NEWS NEWSROOM · REPORTING FROM INFOMONEY · 2 MIN

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Re-elected after his victory at the polls on Sunday (25), President Lula faces a limit imposed by electoral legislation: he cannot run for President again. According to InfoMoney, this opens up the discussion about who will take over the leadership of the PT's political field, and the PT is already working with a period of four years to prepare this name.

In an interview with O Globo on Thursday (29), the party's president, Edinho Silva, stated that a successor could emerge naturally in 2030, as long as the PT is strong, nationally organized and in tune with the people. In his view, the strength of the legend comes before choosing a name.

Edinho also said that the PT will undergo profound changes and will keep its base mobilized. In the same conversation, he describes the acronym as Lula's greatest legacy, according to InfoMoney.

What is at stake is who will lead the government's political project from 2030 onwards and with what commitment to public accounts. The PT president's speech suggests that the answer depends on the party organization, and not on an advance announcement.

From the editorial point of view of this newspaper, which advocates fiscal responsibility and lower taxes, the succession debate weighs less on its name than on the type of policy it will carry. A party that promises profound renewal needs to show, in its own decisions, that renewal involves discipline with accounts.

What changes for the investor

According to Edinho's speech, the message is one of political continuity with a four-year horizon and no defined name, which tends to keep the succession as a source of uncertainty in the medium term. In theory, markets tend to anticipate expectations about fiscal policy and the regulatory environment, so the point of attention for the stock market, interest rates and the dollar will be the clarity that the government and the PT provide about their spending targets. This report does not provide price projections or purchase or sale recommendations.

Automatically translated from Portuguese.

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