Simón LevyEs Posible
Simón LevyWashington, D.C.October 31, 2026AnalysisESPENPT
Engraving of Brazil's National Congress in Brasília at night, with a red line driving like a wedge between its two towers
Brazil · Washington · Mexico

Lula won the election. He will not be able to govern.

The wedge nobody is watching

Flávio in the United States, a hostile Congress, a Treasury door swinging shut, and an impeachment being prepared from January.

National Congress, Brasília · Engraving for Es Posible

On Friday, October 30, Flávio Bolsonaro went live from the United States. He said he had not left Brazil, he had left for Brazil. And he dropped a line almost nobody in Brasília wanted to hear: that Lula could fall much sooner than people imagine.

This piece is about that line. About why Washington took in a defeated candidate in three days. Why Lula won the election and lost Congress. What gets blocked. How an impeachment is built in Brazil. And why the US Treasury is going to separate Brazil from Mexico, from the São Paulo Forum and from Iran.

As always, I keep three things apart: confirmed fact, what my sources say, and my own analysis. Every source is listed at the end.

Simón Levy · October 31, 2026
Listen to the opening · PodcastThe Wedge: What Comes Next for Brazil
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I
Friday

Three days in Miami and a new script

On Wednesday, October 28, at 9:30 a.m., a private jet landed at Opa-locka Executive Airport in Miami. Flávio Bolsonaro, his wife and their two daughters stepped off.

The route is public now. On Tuesday the 27th, at 10:50 p.m., they crossed the Tancredo Neves bridge into Argentina with valid documents and no legal impediment, according to Argentina's immigration agency. From Puerto Iguazú they took off in a Baires Fly jet with a flight plan to Guayaquil. They touched down in Ecuador around 4 a.m. and left minutes later. Destination: Miami.

Washington did not hide it. On Tuesday, before the crossing, a senior State Department official announced that the United States would issue visas to Flávio and his family. According to Customs and Border Protection records cited by Estadão, G1 and O Globo, he entered on a one-year humanitarian parole. And according to The New York Times, citing government sources, Donald Trump made sure he could leave Brazil and enter the United States.

It is not asylum on paper. To date there is no confirmed application. It is something more useful to Washington: protection without paperwork. No judge in the middle and no case file Brazil can fight.

In Brazil there is no arrest warrant, no extradition request, no Interpol red notice. There are requests from PT lawmakers that nobody has ruled on. The Federal Police said that failing to hand over a passport does not, by itself, make him a fugitive. He is under investigation for money laundering and tax evasion in cases tied to the INSS pension deductions and Banco Master. He denies it, and he is presumed innocent.

Now the important part. On Wednesday, Flávio published a letter presenting himself as Brazil's true president-elect. Three or four versions circulated. The last one no longer said president-elect. It said leader of Brazil. According to UOL, officials tied to the State Department asked him to drop that word.

On Friday the 30th the shift was complete. In an Instagram live, no stage and no guests, he said four things. That he made the decision to leave with his wife, without anyone knowing. That nobody is responsible for his departure. That from outside he can be "an even more active voice" for those who voted for him. And that, if needed, he will run for president again, because Lula's economic problems could bring him down "much sooner than many people imagine." He talked about impeachment and an election before 2030. And he backed Rogério Marinho to lead the Senate.

That is the real reason for his appearance. Washington cannot host a self-proclaimed president, because that means breaking with Brazil. It can host the leader of the opposition. On Friday, Flávio stopped being the president-elect nobody recognizes and became the opposition leader nobody can touch.

His Senate term ends January 31. On February 1 the new Congress is sworn in, and that same day it chooses who leads the Senate. He has already said who he is backing.

“
I did not leave Brazil. I left for Brazil.
Flávio Bolsonaro, letter of October 28 and livestream of October 30
II
Sunday

Two hours half of Brazil will not forgive

To understand why almost 60 million Brazilians feel the rules were changed on them, you have to walk through Sunday the 25th hour by hour.

First, the context. In the first round, on October 4, Flávio won: 47.03% to Lula's 45.16%. He went into the runoff as the frontrunner.

On Sunday, midway through the day, the PT asked to extend voting over transportation problems in Bahia, one of its strongholds. Supreme Court Justice Cristiano Zanin granted it and extended voting by two hours, until 7 p.m., nationwide. Zanin was Lula's personal lawyer until 2023, when Lula appointed him to the Court. Flávio's campaign also asked for two more hours that day, but only in 17 municipalities in São Paulo, Paraná and Santa Catarina. Then came what set everything off: the Superior Electoral Court paused the count.

When it resumed, Lula had won. 64,256,232 votes to 59,826,041. That is 51.79% to 48.21%. A margin of 4,430,191 votes.

That night Flávio said he would not accept the rules being changed mid-game, and promised to seek an annulment. His legal argument cites Article 220 of the Electoral Code and about 34,000 votes cast after 5 p.m.

The next day he switched tracks. He dropped the annulment and announced he would seek to strip the Lula-Alckmin ticket of its mandate for abuse of political and economic power. Seven such cases had already been filed before the runoff; today about fifteen naming Lula are pending, according to BP Money. The Court certifies the result on December 18. Lula is sworn in on January 5.

Now I will say what has to be said, because if I do not, it will be used against me. The Court's president, Nunes Marques, appointed by Jair Bolsonaro, said the vote took place with absolute normality. The Court denied removing PL observers from the counting room. Rogério Marinho admitted he has no proof. Tarcísio de Freitas said the election is over. The PL accepted the result. And the math weighs: 34,000 late votes do not explain a 4.4 million margin.

So nothing happened? Something worse than proven fraud happened. A justice appointed by Lula, who used to be his lawyer, changed the hours of the election on election day, at the request of Lula's party, across the entire country. Maybe no court annuls anything. It does not have to. Half the nation believes the referee played, and in politics that belief charges interest. Congress will collect it.

My read: Brazil makes the same mistake as Mexico. It confuses the vote with democracy. Winning an election is not a license to govern without checks. When a government wins at the ballot box and the court finishes tilting the field, that has a name: electoral autocracy. In Mexico we lived it with the judicial overhaul. The difference is that in Brazil, the last check left standing just got bigger.

“
I will not accept that this rule was changed in the middle of the game.
Flávio Bolsonaro, night of October 25
III
Congress

Lula won the presidency. He lost Congress.

While everyone watched the runoff, the election that defines Brazil's next government had already happened. It was October 4, when Congress was elected.

The Liberal Party, the Bolsonaros' party, will have 121 deputies from February. The PT, 70; with its federation, 88. In the Senate, the PL will have 28 or 29 of 81 seats, depending on how alternates settle. The PT, 9 or 10.

Now let us add it up the way Brasília does. The parties that backed Flávio in the runoff (PL, União, PP, Republicanos, Podemos and Novo) hold 286 deputies and 50 senators. The entire left (the PT federation, PSB, PSOL-Rede and PDT) holds 124 deputies and about 15 senators. In between sit 103 deputies and 16 senators: the center, led by the PSD and the MDB.

Lula will govern with the most right-leaning Congress he has ever faced, as Brasil 61 put it. He won the chair. He did not win anyone to govern with.

Move the board. Pick the House or the Senate, pick which vote you want to win, and slide how much of the center joins.

Interactive · The arithmetic of power

How many votes the opposition is missing

Each dot is a seat in the Congress sworn in on February 1, 2027. In teal, the parties that backed Flávio in the runoff. In gold, the center. In red, the left. Pick a vote and slide how much of the center joins the opposition.

Pick the vote
0/ 0
opposition votes / votes needed

Flávio's bloc: PL, União, PP, Republicanos, Podemos and Novo. Center: PSD, MDB, PSDB-Cidadania, PRD-Solidariedade, Avante and Missão. Left: PT-PCdoB-PV federation, PSB, PSOL-Rede and PDT; in the Senate, PT, PSB, Rede and PDT. Sources: CNN Brasil, NSC Total, A Crítica, DGABC, Brasil 61. The PL will have 28 or 29 senators depending on alternates. Thresholds: Constitution, arts. 51, 52, 60, 66 and 86. The simulator assumes each bloc votes as one; in reality, it does not.

Try it with the center at zero. In the House, Flávio's bloc is 56 votes short of opening an impeachment against Lula. In the Senate it is only 4 short of removing him. And on its own it already has more than the 49 votes needed to amend the Constitution and more than the 41 that are enough to shut Lula out of the Supreme Court.

That last point is not theory. On April 29, 2026, the Senate rejected Jorge Messias, Lula's Supreme Court nominee, 42 to 34. It had not happened since 1894. The seat Luís Roberto Barroso left has been empty since October 2025.

Congress has already learned to say no. In November 2025 it overrode Lula's veto of the environmental licensing law. In April 2026 it overrode his veto of the sentencing law that cuts prison terms for those convicted over January 8.

A warning, because numbers deceive. The simulator assumes Flávio's bloc votes as one. It does not. On October 27, União and PP left the PL's Senate candidate alone and backed Davi Alcolumbre. MDB, Republicanos, União and PSD congratulated Lula. The centrão belongs to no one. It is for rent. And that leads to the question nobody is asking.

IV
The wedge

Washington does not fight Brazil over one man

Think about it for a second.

The United States has trade, the Amazon, the G20 and half a continent at stake with Brazil. And still, in under 72 hours, it opened the door to a defeated candidate who left with his passports cancelled on Supreme Court orders.

It paid the price in public. Lula said the Bolsonaros' first home is the United States, where they live licking American boots. Twenty-five Democratic members of Congress sent Marco Rubio fifteen questions and gave him until November 13 to answer. Brazil's foreign ministry is weighing a delay in approving the new US ambassador. Washington did not flinch.

No government steps into that fight to do a family a favor. It steps in when it has a plan.

Flávio is not a refugee. He is a piece on the board. And the piece has a precedent. Her name is María Corina Machado.

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