How the incumbent president might win — or lose — in Sunday’s runoff.
The runoff presidential election in Brazil is close. Right now, the left-wing Workers’ Party (PT) candidate and former President Luiz Inácio Lula da Silva — better known as Lula — remains ahead of the right-wing incumbent President Jaír Bolsonaro.
But if the polls are wrong — and they were once already — the outcome of this election is still not a sure thing.
One of the questions pollsters struggled with after the first round of voting earlier this month, where Bolsonaro outperformed predictions, is how to account for his supporters. Those voters may not say publicly that they are backing the current president, because they might distrust institutions and media, or may be reluctant to say they’re casting a ballot a leader who remains pretty controversial.
It also raises bigger questions about who, exactly, is voting for Bolsonaro in 2022. In 2018, some voters saw Bolsonaro as a break from the past, a change candidate who promised to crack down on crime and root out corruption. After a scandal-plagued and chaotic tenure of his own that included a mismanaged pandemic and the economic fallout, that case may not resonate as powerfully this time around. Bolsonaro has always maintained a core base — evangelicals and the military among them — that is largely unshakeable. No matter what Bolsonaro does or says, they stick with him. But Bolsonaro secured about 43 percent of the vote in the first round of the election, which means people outside of this base are supporting him, too.
Lula’s traditional base of support, in the northeast and among poor and working-class voters, has expanded to become a coalition of “everyone who are against Bolsonaro,” says Graziella Testa, a professor of public policy and government at the Fundação Getulio Vargas in Brasilía.
To get a better understanding of who backs Bolsonaro — and why — Vox spoke to Testa. She broke down some of the mechanics of voting in Brazil, and explained some of the cleavages among the voting population, a reflection of potentially more entrenched divisions within Brazil’s politics that are unlikely to disappear, no matter who wins this Sunday.
This conversation has been edited and condensed for length and clarity.
Jen Kirby
Who are the Bolsonaro voters in 2022?
Graziella Testa
We have some groups that are with Bolsonaro since 2018 that now are even more with Bolsonaro.
There are evangelicals. There are people that work for the army. The military is very corporatist. They received lots of good inputs from Bolsonaro — if you think about the reform in the pension systems, the militaries didn’t hurt as the regular worker in Brazil did. They have this ideological conservative agenda that is very like Bolsonaro but they also have this corporatist agenda of paycheck and pension, and Bolsonaro helped them a lot. Also, militarists in Brazil still have this ideology, as if they were this moderating power in Brazil. Most of them don’t recognize the dictatorship in Brazil [during which military-installed, repressive leaders ruled for 21 years starting in 1964] was a dictatorship. Some of would still say it was a revolution to contain communists, and still defend that this was the best thing to do.
We have also truck drivers and taxi drivers. Before the election of 2018, truck drivers were very unsatisfied with their conditions, and they made a big strike. In Brazil, all kinds of goods move through the country through trucks; it’s not diverse, the ways we transport our production throughout Brazil. This was a very big impact in Brazil, to see those strikes; people would stay for hours in line to put some gasoline in the car. And Bolsonaro recently directed new public policy specifically to truck drivers. Drivers will receive every month about $190 (about 1,000 reais).
Jen Kirby
And Bolsonaro also provided support for taxi drivers, too?
Graziella Testa
Taxi drivers don’t get as much. [In] the most recent round of stimulus payments, there was an allowance for truck drivers; a gasoline allowance for taxi drivers; and a cooking gas allowance to families in poverty. In Brazil, we cook with gas, not with electric energy, so when gas got very expensive people started to make fires inside their houses and there were accidents because they needed to cook. Obviously [the allowance] had electoral purpose, but it was necessary.
Jen Kirby
Did it serve its electoral purpose?
Graziella Testa
Bolsonaro also increased Auxilio Brasil, which used to be called Bolsa Familia, the program that started with Lula and pays money directly to people in misery or poor. It used to be about 400 reais a month and Bolsonaro increased it to $115 a month, so 600 reais. It was important, it was a big difference, but it didn’t impact the vote of the poor. That’s the very interesting part of this.
Bolsonaro really tried to gain the vote from poor people, but he couldn’t. Poor people go for Lula, most of them. The vote of Bolsonaro is wealthy, is evangelical, and from men, mostly.
Of course, those variables, they come together. Most poor people in Brazil are women, because they mostly lost their jobs during the pandemic; we have a very high [rate] of families with only one parent, and almost all the time this parent figure is a woman. If you look at the face of poverty and food insecurity, it is a face of a woman. And those women mostly vote for Lula as well. Bolsonaro didn’t get the vote he wanted with this stimulus payment specifically. He did get the support of truck drivers and taxi drivers, but they are not relevant in number of citizens when you think about a country the size of Brazil.
Jen Kirby
Are there any other constituencies that support Bolsonaro?
Graziella Testa
Another important variable in the Bolsonaro vote is the size of the city. From 2018 to 2022, big cities tended to vote more for Lula, and Bolsonaro got stronger in small cities. Mostly because he has strong support from the agriculture sector, and those cities are mostly located in rural areas.
You have this group of agro-related business that really supports Bolsonaro. The same way you have in the US, you have the country music, there’s a very specific culture; here in Brazil, we have this, too. We have our kind of country music and lots of those artists are with Bolsonaro because there is this support from the rural area and the agriculture sector.
One thing that is interesting to note, as well, is that evangelicals are the biggest supporters of Bolsonaro, but Catholics are the biggest supporters of Lula. Until today, the difference of how educated the person is, and the region, have been important, but maybe it’s the first time you have this very strong variable that is religion in the Brazilian elections. Which is interesting because Bolsonaro has always declared that he is Catholic. His wife is the strongest tie that he has to the evangelical community. But Catholics in Brazil tend to feel that it’s not good to relate religion and state, which is the opposite of the evangelical leadership in Brazil.
Jen Kirby
So, as in 2018, Bolsonaro is likely to have strong support from evangelicals, the military, and the agriculture sector; Lula is likely to retain a large share of the support of working-class and poor people. Are there other notable trends?
Graziella Testa
Another thing is that we also have important regional cleavages in Brazil. You have the midwest, that goes strongly for Bolsonaro. It’s the region that has most of the agriculture industry in Brazil. The south is also very supportive of Bolsonaro, and the north is also mostly Bolsonaro.
Then you have the northeast, that votes — like more than 70 percent, almost 80 percent — for Lula. You have states in the northeast of Brazil, like Bahia and Pernambuco, which are big and important states. The northeast is an important base for Lula.
Then you have the southeast, which is the biggest region of Brazil, with the most votes, and it’s the more divided. In this region, you have like 50-50. In the center of this dispute, you have São Paulo. São Paulo is the biggest state of Brazil, and you have a second round [of elections], as well, for governor. In the second round for governor, there is the PT candidate and the candidate that is a former minister of Bolsonaro’s government. The same dispute that you have on the national level, you have on the state level. In the beginning, the candidate from PT was behind the candidate of Bolsonaro. But now they are technically tied. This difference may impact the national-level campaign.
Jen Kirby
In 2018, Bolsonaro attracted supporters frustrated with corruption and the state of the economy, but who maybe weren’t completely sold on the guy. What does that constituency look like in 2022?
Graziella Testa
You have this strong, important ideological movement in Brazil that are people who are anti-PT, who hate the Workers’ Party, which is Lula’s party, mostly because of a big corruption scandal, Lava Jato (Operation Car Wash). This Lava Jato scandal still hurts the PT, and you have lots of people who are not voting exactly for Bolsonaro, they’re voting because they want anything but PT.
On the other hand, you also have people who vote for Lula who are not even leftists. If you ask them they will say, “I have always been ideologically right, but I cannot tolerate someone like Bolsonaro, with everything he did during the pandemic, and that’s why I’m not voting for him at all.”
I think the pandemic really hurt Bolsonaro, and the economic results were also a big factor. Lula [was cleared] of all the charges held against him [in the Lava Jato scandal] — they can open a new process now, but he’s not being prosecuted — and if there was lots of corruption during his government, it was a bigger scale involving all the coalition parties and even opposition parties. So even though this is the weakest point of Lula, for lots of people who went for Bolsonaro [in 2018], he is the option because of what Bolsonaro did with the economy and with public health during the pandemic.
You have a good dose of former rivals who are now supporting Lula. The vice president candidate [Geraldo Alckmin] with Lula used to be a rival of the PT, and now they compete and run together. Lula is very, very smart in a political way. He can construct those [relationships] with people who are very different from him. It’s government that has to accommodate lots of different perspectives. It’s not going to be easy to govern if Lula wins, but Lula represents everyone who is against Bolsonaro. That’s the situation now.
Jen Kirby
It sounds a little bit like the Democratic coalition that came together to defeat Trump in 2020.
Graziella Testa
Exactly.
Jen Kirby
I guess we’re not quite there yet. But one of the things that has come up — similar to the US in 2020 — is the initial polling that showed Lula so far ahead, and potentially winning outright in the first round. In reality, the race is actually much, much closer. And so I will frame this in a very American way, which is: does this election just come down to turnout?
Graziella Testa
Turnout is not such a big deal in Brazil as it is in the United States. But we have to point out this factor because as in the US, in Brazil, there’s a big difference between who is not going to vote and who is going to abstain from voting, and who does vote.
The poorer the person is, the less likely this person is going to vote. The truth is that we don’t have good measures for the likely voters as you do in the US. We are starting to have some companies who are trying to understand this in Brazil, but it’s not very calibrated yet. But because the people who are less likely to vote are the ones who mostly go for Lula, it may hurt Lula.
But you have another movement in Brazil. We all vote on the same day, on Sunday. There’s a holiday on Friday, and another holiday on Wednesday. People from the middle class and wealthy people, they can travel and they may be away from home on the day of voting. And this may hurt actually Bolsonaro, because this electorate is Bolsonaro’s.
Another important point is that people over 70 years old are not obliged to vote anymore. But the [National Institute of Social Security] established this year that old people could show proof of life with their vote — basically, to keep receiving your paychecks, you have to prove that you are alive. There are a few ways to do that, and now voting is included as one of those ways. So you have a percentage of old people voting, and guess who most vote for Bolsonaro? Older people. [Note: Bolsonaro’s campaign was dinged for misleading ads that appeared to suggest that voting for Bolsonaro was the way to verify proof of life.]
But this proof of life, they just needed to do that in the first round. They have the proof already. So in theory, they don’t have to go on the second round. Maybe they will vote because they were actually very ideological. But maybe they just wanted to do the proof of life, so they are not going to go on the second round.
Jen Kirby
What are the legal requirements of voting in Brazil?
Graziella Testa
Up to 70 years old, we are obliged to vote. There are some people who can vote, but you don’t have to: [Those groups are] if you are more than 70 years, or if you are between 16 and 18 years. And if you cannot read and write, if you’re illiterate, voting is not mandatory.
For everyone else, 18 to 70, voting is mandatory. There are some things that you cannot do if you don’t vote, like you can’t have a passport, you can’t be a public servant.
Most of the punishments you have if you don’t vote, they are stronger for wealthier people. Who needs a passport? Someone who can go abroad. Who needs to be a public servant? Someone who can study very hard. That’s why we have the system, but it mostly obliges people who have a higher income.
Jen Kirby
Interesting, the system is set up to encourage voting, but based on the demographics of who is voting, it favors, in some ways, Bolsonaro. For poorer people, voting may be mandatory, but they may not really feel the sting of the penalties, which also seems to make allowances for the fact that it’s probably harder for some of that group to get to the polls.
Graziella Testa
Another important point is that poor people, sometimes they need to use public transportation to go vote. If they have to pay for the public transportation, it’s going to be too much for them. So now you have a few cities in Brazil who have already declared that the buses and other kinds of public transportation are going to be free on the day of voting. One city that already did that is São Paulo, which is a very big and important city. You have other cities who also announced that, and there’s now a movement to make public transportation free so that poor people can also go and vote the way rich people can do with their cars.
Jen Kirby
Of course, the more people who vote, the better for democracy. But the big question now is whether, if Lula does win, which it seems he might — if a bit closer than initially thought — that Bolsonaro will accept the results. We’ve already seen him sowing doubts about the integrity of the election. Given what we know about who is likely voting for Bolsonaro this time around, how do you think his supporters will interpret his loss — if he does lose?
Graziella Testa
Well, I think it’s very difficult to anticipate that. We cannot anticipate what the army or the military or his supporters are going to do. I have hope that we have strong enough institutions. But we are not calm. It’s not, “Okay, it’s another election.” But I think at the end, it’s going to be well.
Meta and the rest aren’t going away, but now they’re big boring companies. Maybe that’s not a terrible thing.
Not gonna talk about Elon Musk and Twitter in this one.
Okay, just a little: Elon and Twitter are front-page news today, but it’s not the most important story in the tech business.*
The story that really matters for tech and business is this one: The giant consumer companies that have powered the tech business for years aren’t going away but their rocket-ship days look like they’re coming to a close. And Wall Street investors who’ve wanted that ride are getting off, which means those companies and their employees need to learn to live with less.
We’ve been watching this play out for most of the year as tech stocks dropped, but it came into focus this week when Alphabet, Meta, and Amazon all saw their shares get hammered and the sector collectively lost $400 billion in value.
All of the tech guys have different reasons to worry investors, but I’d argue that all of them have the same underlying problem: They’re mature companies that are no longer going to impress Wall Street with crazy growth from their core businesses, and none of them look like they have any new giant businesses coming down the pike. Alphabet, for instance, just posted revenue growth of 6 percent — its weakest quarter in a decade.
So in Big Tech now, what you see is what you get. Just like Coca-Cola or Walgreens: No one expects Coke sales to explode through the roof anymore, no matter how good the new version of Coke Zero is.
The big guys are all still trying to convince investors otherwise, of course. That’s a core part of the metaverse/VR/AR goggles/glasses story that Meta and Apple and Microsoft are all playing with — that there’s going to be a new revolution in computing that’s going to generate a ton of economic activity and they’ll be at the center of it.
Maybe! But those things are very expensive and very speculative, and in the meantime those companies are all focused on wringing extra revenue and profits from their existing businesses. For Apple and Amazon, that’s increasingly focused on turning their digital real estate into ad businesses. At Meta, it’s an effort to turn its aging Facebook and Instagram properties into TikTok clones. And at Alphabet, where 60 percent of revenue still comes from the same search ad business it created 22 years ago, it’s been an attempt to highlight YouTube — which itself is nearly two decades old.
These aren’t at all new concerns. People have been wondering when Apple was going to create another world-changing product on the scale of the iPhone for 15 years (answer: never).
But they were easy to ignore for many years— particularly since the Great Recession of 2008, when the US government lowered lending rates to zero or close to it and kept them there until just recently — which is not coincidentally when tech stocks started plunging. If money is essentially free, investors go looking for more speculative bets, which increases the value of the companies they’re betting on, which convinces more investors to pile into the same thing, and repeat.
Now everyone is sobering up, which is why super-fanciful stuff like crypto is off the table. And why big tech companies that are really big and really profitable aren’t going away, but their valuations are coming down. A rough way to measure investor enthusiasm is via the ratio that compares the price of a company’s stock to the value of its earnings. Meta, for instance, had a price-earnings ratio of 32.75 at the end of 2020; now it’s down to 9.434. Alphabet dropped from 34.32 to 19.14 in the same time. (Amazon, however, has ended up staying the same, even after its recent plunge.)
And I’d argue there are other proxies to tell you that these formerly dynamic companies have hit a wall. For instance: Almost all of the men who started and ran the big tech companies have handed over the top job to professional managers. It’s more fun to do other stuff.
I don’t tend to do optimism, but we can definitely spin this as a glass half-full if we want: Yes, Facebook, which hired more than 19,000 people in the last year — a 28 percent increase — now says it’s going to keep its headcount flat for at least the next 15 months. That’s via a combination of very limited hiring, not replacing employees who leave on their own, and pushing others out the door.
But in theory, all of those would-be Facebook employees who aren’t getting hired there can end up … somewhere else more interesting. One of the animating ideas beyond the Web3 craze of the last couple years was that the big tech companies had become so big and powerful that it was impossible to make anything new without their permission. Now they’re still big and powerful, but maybe not as appealing to the kind of person who wants to make a new thing. That’s not a bad idea.
- It’s an interesting story and also maybe amusing and maybe scary and I’d recommend starting with Nilay Patel if you want a bracing read about what’s next.
The enormous stakes of this weekend’s presidential runoff in Brazil, explained.
Brazilian voters on Sunday will decide which of two longtime political fixtures they want to return to the country’s top elected office: incumbent President Jair Bolsonaro, a far-right strongman, or former President Luiz Inácio Lula da Silva, a leftist who served for two terms from 2003 through 2010.
It will be the second round of voting this month, after neither candidate cleared 50 percent of the vote in a closer-than-expected presidential contest on October 2. And it sets up a defining choice for Brazil that could have major repercussions for both the country — South America’s largest — and the world.
At home, the fate of Brazil’s democracy may well hinge on the outcome. Bolsonaro, who was first elected president in 2018, has been nicknamed the “Trump of the Tropics,” and has mirrored Trump’s language about election fraud in the runup to Sunday’s race. (Trump also endorsed Bolsonaro for a second term last month.)
Leading up to the election campaign, Bolsonaro’s authoritarian tendencies — never exactly latent — have become even more pronounced: In 2021, he told evangelical leaders he foresaw “three alternatives for my future: being arrested, killed or victory,” and announced he would no longer acknowledge rulings by one of Brazil’s Supreme Court justices.
In unsurprising news, Trump endorses Bolsonaro, who many fear is priming Brazil for a full-blown constitutional crisis should he lose in upcoming elections (via @FinchelsteinF) pic.twitter.com/ZHgUsJnBuS
— Ishaan Tharoor (@ishaantharoor) September 8, 2022