Valdemar criticizes Flávio's letter and exposes crisis in the PL with Bolsonaro

The national president of the PL, Valdemar Costa Neto, criticized on Thursday (29) Flávio Bolsonaro's letter, released after the senator's arrival in the United States, and summarized his reaction in a short sentence: “I didn't like it”. According to InfoMoney, the statement is part of a crisis in the party, which Valdemar discussed with Jair Bolsonaro.

Flávio Bolsonaro, defeated in the presidential election, continues to question Lula's (PT) victory and presents himself as the “leader of Brazil”, according to InfoMoney. He insists on fraud without presenting evidence, while the PL's own management recognized the result proclaimed by the TSE. The distance between the senator's speech and the party's formal position is at the heart of the internal discomfort.

The text also changed after it was published. According to Times Brasil, the first version of the letter was called “true elected president of Brazil”, an expression removed in the republished version. The exchange, in itself, does not clarify the party's position.

Meanwhile, Jair Bolsonaro is under house arrest in Brasília. According to InfoMoney, Valdemar visited the former president with authorization from Alexandre de Moraes (STF).

In the allied camp, Ricardo Nunes (MDB), mayor of São Paulo and Flávio's ally in the campaign, recognized the person elected by the TSE and defended that Lula review the government's conduct, especially in the economy, according to Times Brasil.

On the investor side, the reading is more restrained. Solange Srour, director of macroeconomics Brazil at UBS GWM, told Estadão on Wednesday (28) that the letter should not affect asset prices. According to her, the market is focused on the new Lula government, in its fourth term, and the first economic measures, and expects political turmoil in 2027, according to Times Brasil.

What changes for the investor

For those who invest, the point of attention is the economic agenda of Lula's fourth term, and not the dispute between Flávio Bolsonaro's allies. If the reading by the director of UBS GWM is confirmed, the clash in the PL tends to have little impact on prices in the short term, and the focus falls on the first decisions of the economic team. For those who defend fiscal responsibility, like the line in this newspaper, what matters is whether these measures indicate control of public accounts or new spending. This article does not indicate the purchase or sale of assets nor does it project quotations.

Automatically translated from Portuguese.