Atualização: Um Lula 4 sem o benefício da dúvida na Faria Lima

0.5x 1x 1.25x 1.5x 2x 00:00 00:00 Por Gabriel Roca e Victor Rezende, Valor — São Paulo 26/10/2026 00h07 Atualizado 26/10/2026 00h07

Luiz Inácio Lula da Silva discursa em São Paulo após confirmação da vitória nas eleições 2026 — Foto: Amanda Perobelli/Reuters window.TESTETETE ={ DATA: 'financas/intraday' }:root { --primaryColor: { { colors.primaryColor } }; } { "id": "https://valor.globo.com/financas/intraday/post/2026/10/um-lula-4-sem-o-beneficio-da-duvida-na-faria-lima.ghtml", "site_name": "Valor Econômico", "authors":["Gabriel Roca e Victor Rezende"], "title": "Um Lula 4 sem o benefício da dúvida na Faria Lima", "published_time": "2026-10-26T00:06:42-03:00", "modified_time": "2026-10-26T00:07:46-03:00", "image145": "https://s2-valor.glbimg.com/aFleFScIL0rWYR6wuf-CZNAFw0o=/145x87/smart/filters:strip_icc()/s2-valor.glbimg.com/XY-cqaLAQhXieXGUD1dUBbxGS90%3D/600x0/filters%3Aquality%2850%29/https%3A//i.s3.glbimg.com/v1/AUTH_63b422c2caee4269b8b34177e8876b93/internal_photos/bs/2026/Z/J/ANCAoaTWAqCYxV6yTG3g/2026-10-26t012606z-802075875-rc2paoatks6x-rtrmadp-3-brazil-election.jpg", "image105": "https://s2-valor.glbimg.com/ggKNxEgrnXeW8kA-NB5nDTF17nA=/105x105/smart/filters:strip_icc()/s2-valor.glbimg.com/XY-cqaLAQhXieXGUD1dUBbxGS90%3D/600x0/filters%3Aquality%2850%29/https%3A//i.s3.glbimg.com/v1/AUTH_63b422c2caee4269b8b34177e8876b93/internal_photos/bs/2026/Z/J/ANCAoaTWAqCYxV6yTG3g/2026-10-26t012606z-802075875-rc2paoatks6x-rtrmadp-3-brazil-election.jpg", "url": "https://valor.globo.com/financas/intraday/post/2026/10/um-lula-4-sem-o-beneficio-da-duvida-na-faria-lima.ghtml", "section": "Intraday", "categoria_materia": "", "category": "valor-financas", "protected": "2", "teaser": "0", "sponsored": "0", "tag": [], "content_type": "post", "opinion": "false", "content_tier": "", "location": "country:brazil", "publisher": "" } {{#section}} {{section}} {{/section}} {{#image}} {{/image}} {{title}} if (typeof $igniter_var === 'undefined') {!function n(t,c,o,r,a,i,e,s,f){f=null!=t[o]&&"function"==typeof t[o].now?t[o].now():null,t.$igniter_var=i,t[i]=t[i]||function(){(t[i].q=t[i].q||[]).push(arguments)},e=c.getElementsByTagName(r)[0],(s=c.createElement(r)).async=1,"//cdn"==a?(t[i].s=f,s.onerror=function(e){t[i].e=e,n(t,c,o,r,a+"-fallback",i)}):t[i].r=f,s.src=a+".petametrics.com/2v84n8g15c1895dv.js?ts="+(new Date/36e5|0),e.parentNode.insertBefore(s,e)}(window,document,"performance","script","//cdn","$p"); $p('init', "2v84n8g15c1895dv"); var usrData = JSON.parse(localStorage.getItem('cdUserCodeGlb_v3') || '{}'); if (usrData.user_code){ $p("setUserId", usrData.user_code); } $p('send', "pageview"); } function translateCanonicalUrl(url) { // Transform the visible url into the canonical url (:// /oglobo- ) // The visible url might be changed when the title is changed, causing duplicate entries in the catalog var regex = /^(https?:\/\/(oglobo|globostg|infoecedsvglobo3)\.globoi?\.com)\/.+\-([\d]+)\/?(\?.*$|$)/; var groups = url.match(regex); if (groups && groups.length && groups.length >= 4) { // Canonical url is formed by:// /oglobo- return groups[1] + '/oglobo-' + groups[3]; } else { return url } } function trackRecommendation(algorithm, options) { // Apply querystring in recommended items for tracking (3rd step) // Encapsulate the use of $p('track') // More info: https://support.liftigniter.com/support/solutions/articles/30000028571--p-track- $p('track', { elements: document.querySelectorAll('#li-recommendation-unit article'), name: options.widget, source: algorithm }); // Since tracking is the last step, we can resolve the promise here options.resolve(); } function renderRecommendation(resp, options) { resp.items.map((item) => { if (item.thumbnail === "https://s3.glbimg.com/v1/AUTH_63b422c2caee4269b8b34177e8876b93/public/fb_marca.png" ||!item.thumbnail) { item.thumbnail = "https://s3.glbimg.com/v1/AUTH_1b264e8ce06649ae85acee5d38e32f34/images/novo_logo_valor_economico.png" } }) // Replace box with rendered recommendations (2nd step) // Encapsulate the use of $p('render') // More info: https://support.liftigniter.com/support/solutions/articles/30000028569--p-render- var template = document.querySelector('#li-recommendation-template').innerHTML; var articles = document.querySelectorAll('#li-recommendation-unit article'); var title = document.querySelector('#li-recommendation-unit h4'); title.innerHTML = options.title for (var i = 0; i = 18) { temp = {...resp.items[i],...{ sectionLength: true } } } articles[i].innerHTML = $p('render', template, temp); } }; function registerRecommendation(options) { // Recommendation configuration (1st step) // Encapsulate the use of $p('register') // More info: https://liftigniter.freshdesk.com/support/solutions/articles/30000028563--p-register- $p('register', { max: options.numItems, widget: options.widget, opts: options.registerOpts, callback: function (resp) { renderRecommendation(resp, options); trackRecommendation('LI', options); }, }); } function applyRecommendation(options) { return new Promise(function (resolve, reject) { // Promise will be resolved inside other functions that receive the options object options.resolve = resolve; try { // Check if A/B test must be performed if (options.abTest) { $p('abTestSlice', { callback: function (slice) { // When no slice is defined, use 50% var currentSlice = options.slice || 50; if (slice const sitename = 'Valor Econômico' var recommendationTrigger = function () { // Search for #li-recommendation-unit element in home page // If not found, insert it hidden at the bottom if (!document.querySelector('#li-recommendation-unit')) { var body = document.querySelector("#boxComentarios") || document.querySelector("article"); console.log('debbug valor boxComentarios', body) // Exit recommendation function for legacy contents (e.g. voting) if (!body) return; console.log(`[RecSys] Body test ${body}`); // Creating template for recommendations var template = ''; console.log(`[RecSys] ${template}`); // Inserting template body.insertAdjacentHTML('beforebegin', template); console.log(`[RecSys] Template inserted afterend of the main`); } var box = document.querySelector('#li-recommendation-unit'); var numItems = box.querySelectorAll('article').length || 4; if (box && typeof IntersectionObserver === 'function' && typeof window.$p === 'function') { console.log('[RecSys] Recommendation box found'); // Define recommendations options var options = {}; options.widget = 'news-multicontent-widget'; options.title = 'Recomendadas para você'; options.numItems = numItems; options.registerOpts = { excludeIds: [translateCanonicalUrl(window.location.href.split('?')[0])], maxAgeInSeconds: 2 * 24 * 60 * 60, site_name: sitename, _override: 'news-page' } options.abTest = false; options.slice = 0; // Globo.com alternative recommendation // options.alternative = 'applyGloboComRecommendation'; // DataScience Team/Elo alternative recommendation options.alternative = 'applyDataScienceRecommendation' // Setup observer for 100% viewport intersection var observer = new IntersectionObserver(function (entries, observer) { entries.forEach(function (entry) { if (entry.isIntersecting) { console.log('[RecSys] Apply recommendation'); // Unobserve right away to avoid multiple calls when user scrolls up and down observer.unobserve(entry.target); applyRecommendation(options).then(function () { // Final steps // Turn box visible box.style.visibility = 'visible'; box.style.height = 'auto'; }).catch(function (err) { console.log('[RecSys] Error in recommendation: ' + err); }) } }) }, { rootMargin: '100%' }); observer.observe(box); } } // Must await paywall script execute var timeout = { init: 500, step: 500, quit: 10000 }; var recommendationListener = function () { setTimeout(function () { // Check for variable "hasPaywall" which indicates if the page is blocked or not if (typeof window.hasPaywall === 'undefined' || (typeof window.hasPaywall === 'boolean' &&!window.hasPaywall)) { console.log('[RecSys] Paywall ended execution'); recommendationTrigger(); return; } // Otherwise, wait more 500 miliseconds (until reach 10 seconds) timeout.init = timeout.init + timeout.step; if ((timeout.init A tentativa recente de membros da equipe econômica de vender a ideia de responsabilidade fiscal aos interlocutores da Faria Lima foi dissipada rapidamente após os anúncios feitos pelo governo nas vésperas da eleição. Com uma conta que economistas avaliam já ultrapassar os R$ 250 bilhões, o mercado deve passar os próximos dias à procura de um anúncio ou sinalização que possa estancar a sangria. O recado que virá do pregão desta segunda-feira será inequívoco: se é possível vencer a eleição sem o apoio do mercado financeiro, a conta de governar sem a sua confiança será bastante salgada.

Mais recente Próxima Reeleição de Lula contrata pregão turbulento nos mercados (function () { try { var authWatchInterval = null; var flagTimeoutNonExceeded = true; var isLoaded = false; function watchNameAfterTimeout(callback) { if (authWatchInterval!== null) { return; } authWatchInterval = setInterval(function () { var logado = window.name; var isLoggedLib = false; if (window.editoraGloboAuthenticationLib && window.editoraGloboAuthenticationLib.isLogged) { try { isLoggedLib = window.editoraGloboAuthenticationLib.isLogged; } catch (error) { console.warn('[SEE-MORE][AUTH] editoraGloboAuthenticationLib.isLogged falhou:', error); isLoggedLib = false; } } if (logado === 'true' || isLoggedLib) { clearInterval(authWatchInterval); authWatchInterval = null; callback('true'); return; } }, 500); } function waitUserAuth(callback, startTime) { var logado = window.name; if (logado === 'true') { callback(logado); return; } else if (flagTimeoutNonExceeded) { flagTimeoutNonExceeded = false; callback('false'); watchNameAfterTimeout(callback); } } function init(article) { var isInWhiteCategory = "True" === 'True'; var readMoreBtn = document.getElementById('mc-read-more-btn'); var sorteado = Math.floor(Math.random() * 100); var limite = 40; var isPercent = ("valor" == 'oglobo')? sorteado { const oldPlayer = document.querySelector('#glb-amp-story-player'); if (!oldPlayer) { console.error('Player não encontrado.'); return; } const config = oldPlayer.querySelector( ':scope > script[type="application/json"]' )?.cloneNode(true); const oldLink = oldPlayer.querySelector(':scope > a'); if (!oldLink) { console.error('Link da Web Story não encontrado.'); return; } const link = oldLink.cloneNode(true); // Cache buster para obrigar uma nova requisição. const storyUrl = new URL(link.href); storyUrl.searchParams.set('_story_reload', Date.now()); link.href = storyUrl.toString(); const newPlayer = document.createElement('amp-story-player'); // Copia somente os atributos necessários, sem os atributos internos do AMP. ['id', 'width', 'height', 'layout', 'style'].forEach((attribute) => { const value = oldPlayer.getAttribute(attribute); if (value!== null) { newPlayer.setAttribute(attribute, value); } }); // Remove classes internas geradas pelo runtime do AMP. newPlayer.className = [...oldPlayer.classList].filter((className) =>!className.startsWith('i-amphtml-')).join(' '); if (config) { newPlayer.appendChild(config); } newPlayer.appendChild(link); // Para players criados dinamicamente em páginas não AMP. if (typeof window.AmpStoryPlayer === 'function') { new window.AmpStoryPlayer(window, newPlayer); } oldPlayer.replaceWith(newPlayer); requestAnimationFrame(() => { if (typeof newPlayer.load === 'function') { newPlayer.load(); } console.log('Player recriado:', newPlayer); console.log('Nova URL:', link.href); }); })(); } }); } function setArticleCroppedState(isCropped) { article.classList.toggle('cropped', isCropped); toggleStoryPlayers(isCropped); } document.addEventListener("clearForAds", function () { clearForAdsReady = true; if (pendingClickTracking) { try { window.dataLayer = window.dataLayer || []; var hasClickEvent = (window.dataLayer || []).some(function (item) { return item && item.nomeEvento === 'materia_botao_continuar_lendo_clique'; }); if (!hasClickEvent) { window.dataLayer.push({ event: 'eventGen', nomeEvento: 'materia_botao_continuar_lendo_clique' }); } else { console.log('[SEE-MORE][TRACKING] Evento de clique já existia; pulando push'); } } catch (e) { console.error('[SEE-MORE][TRACKING] Erro ao rastrear evento:', e); } pendingClickTracking = false; } if (pendingViewTracking) { try { window.dataLayer = window.dataLayer || []; var hasViewEvent = (window.dataLayer || []).some(function (item) { return item && item.nomeEvento === 'materia_botao_continuar_lendo_exibicao'; }); if (!hasViewEvent) { window.dataLayer.push({ event: 'eventGen', nomeEvento: 'materia_botao_continuar_lendo_exibicao' }); } else { console.log('[SEE-MORE][TRACKING] Evento de view já existia; pulando push'); } } catch (e) { console.error('[SEE-MORE][TRACKING] Erro ao rastrear view:', e); } pendingViewTracking = false; } }); waitUserAuth(function (logadoStr) { const logadoBoolean = ("valor" == 'oglobo')? logadoStr === 'true': false; if (!logadoBoolean && isPercent) { isLoaded = true; } article.classList.add('ready'); if ('post' === 'especial') { setArticleCroppedState(false); } else { if (logadoBoolean) { setArticleCroppedState(false); } else { if (isPercent) { setArticleCroppedState(true); if (isLoaded && isInWhiteCategory) { // Evento de carregamento do botão (quando o botão já está presente na página) try { window.dataLayer = window.dataLayer || []; var hasLoadedEvent = (window.dataLayer || []).some(function (item) { return item && item.nomeEvento === 'materia_botao_continuar_lendo_carregado'; }); if (!hasLoadedEvent) { window.dataLayer.push({ event: 'eventGen', nomeEvento: 'materia_botao_continuar_lendo_carregado' }); } else { console.log('[SEE-MORE][TRACKING] Evento de carregamento já existia; pulando push'); } } catch (e) { console.error('[SEE-MORE][TRACKING] Erro ao rastrear carregamento:', e); } } } else { setArticleCroppedState(false); } } } if (readMoreBtn) { // Evento de clique readMoreBtn.addEventListener( 'click', function () { readMoreBtn.textContent = 'Carregando...'; // Integração com rastreamento de eventos try { eventClick = true; if (clearForAdsReady) { window.dataLayer = window.dataLayer || []; var hasClickEvent = (window.dataLayer || []).some(function (item) { return item && item.nomeEvento === 'materia_botao_continuar_lendo_clique'; }); if (!hasClickEvent) { window.dataLayer.push({ event: 'eventGen', nomeEvento: 'materia_botao_continuar_lendo_clique' }); } else { console.log('[SEE-MORE][TRACKING] Evento de clique já existia; pulando push'); } } else { pendingClickTracking = true; } } catch (e) { console.error('[SEE-MORE][TRACKING] Erro ao rastrear evento:', e); } setArticleCroppedState(false); }, { once: true } ); // Evento de viewability (visibilidade do botão) var intersectionObserver = new IntersectionObserver(function (entries) { entries.forEach(function (entry) { if (entry.isIntersecting && entry.intersectionRatio >= 0.5) { try { eventView = true; if (clearForAdsReady) { window.dataLayer = window.dataLayer || []; var hasViewEvent = (window.dataLayer || []).some(function (item) { return item && item.nomeEvento === 'materia_botao_continuar_lendo_exibicao'; }); if (!hasViewEvent) { window.dataLayer.push({ event: 'eventGen', nomeEvento: 'materia_botao_continuar_lendo_exibicao' }); } else { console.log('[SEE-MORE][TRACKING] Evento de view já existia; pulando push'); } } else { pendingViewTracking = true; } intersectionObserver.unobserve(entry.target); } catch (e) { console.error('[SEE-MORE][TRACKING] Erro ao rastrear viewability:', e); } } }); }, { threshold: 0.5 }); intersectionObserver.observe(readMoreBtn); } }); } var article = document.getElementById('mc-article-body'); if (article) { init(article); return; } var observer = new MutationObserver(function (_, obs) { var article = document.getElementById('mc-article-body'); if (article) { obs.disconnect(); init(article); } }); observer.observe(document.body, { childList: true, subtree: true }); } catch (e) { console.error('[SEE-MORE] Erro no script:', e); } })(); function isMigratedContent() { return Boolean(RegExp("[0-9]{6,10}.ghtml").exec(window.location.href)!== undefined); } window.IsMigratedContent = isMigratedContent(); if (window.IsMigratedContent) { var el = document.querySelectorAll(".content-media__description"); el.forEach(element => { var re = RegExp("— Foto:.+").exec(element.innerHTML); if (re) { var txt = re[0].toString() || undefined; if (txt!== undefined) { var rightsHolder = txt.replace("— Foto: ", "").trim(); element.innerText = element.innerHTML.replace(txt, (rightsHolder === '')? '': `— Foto: ${rightsHolder}`); } } }); } Suas buscas no Google agora podem ter mais Valor. Ponha o jornal entre suas fontes preferidas. SAIBA COMO