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Hard Numbers: Brazil’s local elections, North Korea 💔 China?, Tunisia’s low voter turnout, Mayor killed in Mexico, Republicans vs. sexually explicit content
5,518: On Sunday, voters in Brazil elected mayors in 5,518 cities and towns across the country, and on Oct. 27, many will return to vote in 51 more cities, including Sao Paulo, where no candidate earned more than 50% in the first round. Much media coverage has underlined that most winners so far were center-right candidates backed by former President Jair Bolsonaro, but the real trend seems to be that incumbents of both left and right fared well.
75: In the latest sign that China’s relations with North Korea have become strained, the DPRK marked the 75th anniversary of its diplomatic ties with China on Sunday without major celebrations. It’s unclear why relations have cooled, but it might have something to do with North Korea’s ever-closer relationship with Vladimir Putin’s Russia.
27.7: In Tunisia, where the Arab Spring began in 2011, President Kais Saied cruised toward a massive landslide win over an imprisoned opposition candidate. Outside observers warn that the country’s democracy is compromised. First reports suggest turnout fell from 49% in the runoff round of the 2019 election to just 27.7%.
6: In Chilpancingo, the capital of Guerrero state in Mexico,Mayor Alejandro Arcos was murdered on Sunday, just six days after taking office. In the state, which is home to Acapulco, drug gangs have enough influence to organize their own anti-government demonstrations.
17: On Monday, 17 adult film stars launched a $100,000 ad campaign warning that Project 2025 — the Heritage Foundation policy blueprint for the next Republican administration — wants to ban pornography and imprison those who produce it. The ads will run on adult websites in swing states. (pun intended)
Israel/Palestine one of the few Middle East areas getting less stable
Ian Bremmer shares his insights on global politics this week on World In :60.
Israel launched its biggest military operation in the West Bank since 2002. How will it impact Israeli-Palestinian stability?
Well, I mean, pretty badly. The problem is that Israel has no interest in reopening talks with the Palestinians on a potential two-state solution. The country has moved towards the Right on that issue, and the Palestinians don't have effective governance, for the Palestinian authority in the West Bank is increasingly weakened and in Gaza, it's really a matter of Hamas and Islamic Jihad. So, there's no movement towards talking. Instead, it's the Israelis taking more territory, building more settlements, and the Palestinians getting angrier and more desperate. And no surprise that you're going to see more military confrontation on the back of that. Having said that, it's one of the few areas where things aren't getting more stable in the Middle East, almost everywhere else, the Gulf, Iran's relations with the GCC, Qatar and the GCC, Assad getting normalized, Yemen with a ceasefire, most of the Middle East actually looks more stable.
Is Bolsonaro's political career over?
Well, they say he can't run, the judiciary has said, now he can't, he's out of politics till 2030. I mean, you know, if you look at the United States, he'd still have a couple of decades going, right? You look at Biden and Trump, you just never retire if you're an American political leader. You get to govern forever or at least keep running. But Bolsonaro will still be by far the most popular leader on the Right and therefore has kingmaker status. I think, you know, who he decides he'd like to see as running for the presidency in the next electoral cycle will have a significant leg up. And by the way, he increasingly talks about his wife in that role. So, I mean, keep it in the family. Why not?
Okay, with student loan forgiveness struck down, does it hurt Biden's reelection efforts?
Yeah, I think it does, on balance. I mean, the fact that the executive increasingly is showing that it is on the back foot vis-à-vis not just a legislature that's very polarized, though they have had some wins there, but also a 6-3 Conservative Supreme Court, and that that has struck down a number of issues that is hurting them, I think that does matter. I think a promise to forgive student loans and not being able to get that done quickly or as big is a promise that Biden, you know, he can say, I'm still working for you, but if he can't get it done, people aren't benefiting. On affirmative action, it's more in between. I mean, then it depends on how the question is phrased, whether or not it's actually popular, unpopular. On balance, I would say striking it down as more with the population as opposed to the abortion issue, where clearly the population is on the side of Roe and against today's Supreme Court. So still very, very polarized, the US. Not surprised, that's sort of the theme of the day. I hope everyone is well and I'll talk to you all real soon.
- Israel launches new operation in Jenin ›
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- Supreme Court rejects Biden’s student loan forgiveness plan ›
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Brazilian politics: surprisingly stable
Ian Bremmer's Quick Take: Hi everybody. Ian Bremmer here. A Quick Take to kick off your week. There's so much that we could talk about, but we just had elections in Brazil, and as expected, Lula will be the next president of the largest economy in South America. We haven't yet heard anything from Jair Bolsonaro. That, of course, is an open question, just how much he wants to be an election denier, how much disruption he wants to bring about. But there's no question that we are going to see that transition.
Now, not a big surprise here. Lula's been polling ahead consistently over the course of the past months, though it was a tighter race, ultimately only a 1.9% split between the two candidates, a couple million votes, which had been tightening over the course of the last few weeks. In part, that's because Bolsonaro did a better job towards the end of electioneering. In part, the economy was getting a little bit better in Brazil. But also, keep in mind, generally speaking, polls underestimate the support you'll get for anti-establishment populace. And one big reason for that is because if you really don't believe in institutions, you are not likely to tell pollsters who you're going to vote for. You know why? Because you don't trust them. Now, the good news is a lot of people that really believe in conspiracy theories don't even bother to vote. But nonetheless, if they are going to vote, they're probably not going to talk to pollsters about it. So you do get a bit of that shy, radical populous turnout that did happen this time around, but not enough to make a difference.
So first of all, what do we think Bolsonaro is going to do? I mean, it would be good for the country, it'd be good for his legacy if he could just accept the fact that this was a free and fair election. Everyone around the world understands that. And as a consequence, conceding gracefully. He can run again in the future. He can certainly set himself up to be the leader of the Brazilian opposition. A lot of his allies have done comparatively well in elections, both in the Brazil's Congress, as well as in key governorships. He could be well set up for that.
His personality does not imply that's what he's going to do, much more about him than it is about his party, or it is about the country. And as a consequence, and maybe this is a problem with a lot of people that go into national elections in this environment, but it clearly appears that Bolsonaro is likely to say that this was fake news. That's a big lie. That the election really was his and not prepared to accept the outcome. Of course, if he does that, there is going to be a lot of internal dissent in the country. We'll certainly see big demonstrations, truckers for example, bikers for example, that can cause economic damage and disruption, dislocation, that could cause violence in capital cities across Brazil. But it won't change the outcome, and there's no ability for Bolsonaro to stop what will be a peaceful and on-time transition in the country. The military generally supports him but would not support a coup against democracy. The judiciary is not independent. It's actually increasingly politicized, but it doesn't support Bolsonaro. So that's not going to help him. And a lot of his allies, including in Congress, have already made clear that Bolsonaro actually lost what was a free and fair election.
So could there be a January 6th type moment in Brazil? I hope not. It's possible. But ultimately, like in the United States, it doesn't change the trajectory of this election. What it does do is continually undermine and erode the institutional legitimacy itself. That, of course, is a longer-term danger, not just in Brazil and the United States, but in many democracies around the world.
Finally, what about Lula himself? Certainly, you're now going to have a country that is more oriented towards assertive response on climate change. He's already talked about bringing deforestation down to zero in Brazil, which is going to be hard to do, but he'll be more welcomed on the international stage as a consequence of that. Economically, this is going to be a strongly left-leaning president, though the fact that he has talked a lot more about trying to tack to the center in past months, in part, to position himself to win. But in part because he understands that Congress is going to be much more divided with a lot of conservatives that aren't going to support a strongly populist economic position. That he's going to have a hard time dramatically changing the economic trajectory to the country, or significantly spending a lot of money on the fiscal side without figuring out how to pay for it.
So I suspect that this is... Even though the markets have taken a hit on the basis of Lula's win, ultimately this is going to be more stability in transition than a lot of people think. So I've never been super concerned about this election. I continue not to be super concerned about it. There's more stability in Brazil than a lot of people want to believe, and we'll watch where it goes. That's it for me, and I'll talk to you all real soon.
China's zero-COVID, elections in Brazil, Cold War 2.0: Your Questions, Answered
Summer is over, and with it, this summer’s mailbag series is coming to an end.
After over 1,000 questions and exactly 100 answers (I am on vacation, after all), it’s been a pleasure.
Note: This is the fifth and final installment of a five-part summer mailbag series responding to reader questions. You can find the first part here, the second part here,, the third part here, and the fourth part here. Some of the questions that follow have been slightly edited for clarity. If you have questions you want answered, ask them in the comments section below or follow me on Facebook, Twitter, and LinkedIn and look out for future AMAs.
A worker wearing protective gear walks next to barriers that separate from the street a neighborhood in lockdown as a measure against Covid-19. (Hector Retamal/AFP via Getty Images)
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Why is Xi Jinping so committed to zero-Covid? Would using other nations' vaccines be so devastating to their nationalistic rhetoric that they have to sacrifice years of being in lockdown? What exactly do you think Xi's game plan is? (Sheng T)
Because China was complacent for two years after having massive initial success containing the virus…and in the meantime, Covid changed dramatically. Now it’s too late—if they open up suddenly, with most people having no immunity from prior infection and only moderate vaccine immunity (due to only moderate vaccination rates and poor vaccine effectiveness against the newer variants), China’s hospitals would quickly get overwhelmed and millions would likely die. They can’t import foreign vaccines without losing tremendous face because they so played them up as inferior to homegrown ones. So they’re locked in until they develop effective mRNA vaccines and stockpile enough therapeutics to offset elderly vaccine hesitancy. And that’s not happening until well into 2023.
Can we expect Europe to move away from fossil fuel (and Russian gas) reliance by going nuclear? It seems like a no-brainer in the long term despite its steep implementation costs. (Marcelo F)
No—it’s not a singular fix. There’s lots of popular opposition to nuclear in Europe, and France’s experience isn’t ideal (nuclear there has proven to be expensive, and nearly 50% of capacity is presently offline due to maintenance and other challenges). But it’s certainly a part of the solution, along with greater energy efficiency, diversification of sources for fossil fuels in transition, and renewables.
What will it take to decarbonize the U.S. economy quickly? (Zoe L)
We’ve come a long way already. Per capita carbon emissions in the U.S. are currently roughly what they were in the 1940s, in large part because we’ve successfully transitioned from coal to natural gas. Going forward, the key driver of further decarbonization will be investments in new technology, and in making existing technologies (solar, wind, EVs, batteries) cheaper. The misnamed “Inflation Reduction Act” will make a significant difference in that regard. Personally, I’d really love to see a nuclear fusion breakthrough. The efforts feel more serious this time around…
Do you think India's democracy will survive the next 25 years? (Classmate A)
Yes. The bigger question is whether the world’s governments will still be the principal actors on the global stage in 50 years. About that, I’m not so sure…
What would be the long-term implications of a permanently split Ukraine? (Ramsey T)
Depends on the nature of the split and whether Ukrainians accept it as a baseline. A return to pre-February 24 borders would be a split (Crimea would stay Russian) but one that could potentially lead to peace. Short of that, it’s hard to imagine an end to hostilities. I worry about what this means for Russia long term. They’ve made themselves into an Iran-like rogue state… but with 6,000 nuclear warheads. Not good for the world.
What do you think about John J. Mearsheimer’s prediction on Ukraine? Could this dreadful war have been avoided? (Andrea P)
I think he’s fixated on blaming the West. Yes, the West made all sorts of errors. We didn’t make an effort to integrate Russia into the West after the Cold War, and we didn’t hit the Russians hard enough for their invasions of Georgia in 2008 and Ukraine in 2014. Ultimately, though, this war is on Putin, not the West.
How do you evaluate Turkey’s position on the Russia-Ukraine war? (Burak P)
Overall it’s been constructive, especially on the food security front. But it’s also been highly opportunistic, cognizant of the opportunities the war provides to rehabilitate Turkey’s image and relatively poor diplomatic/geostrategic standing.
When will the war in Ukraine end? (Victor C)
No time soon, I’m afraid.
What is China doing right, if anything? How can West learn to do the same? (Asad F)
They are investing massively in STEM education, high-tech industries, and green energy technologies. The United States is finally starting to do this with the CHIPS Act and the “Inflation Reduction Act,” but we’re behind the curve. Another advantage China has is its political system tends to promote leaders on the basis of meritocracy. The US political system, not so much (though in part that’s because it’s nowhere near as powerful or consequential).
When you look at the Ukraine war and the conflict in Northern Ethiopia, do you think we are at the beginning of Cold War 2.0? (Isahaq A)
Yes—specifically in terms of NATO and the G-7 versus Russia. And it has elements of a hot war, even. But it’s not a global cold war like we experienced before the Soviet collapse, and it’s certainly not a fight among equals. Russia’s allies are Belarus and a couple of minor rogue states. That’s it. Not even Kazakhstan, which is supporting US/EU sanctions. Europe is united on one side of the Iron Curtain. China’s “friendship without limits” with Russia has turned out to be a friendship without very many benefits. And developing countries want nothing to do with a new cold war and will continue to do business both with the West and with Russia.
Brazil's President Jair Bolsonaro has been compared with former U.S. president Donald Trump.(Jim Lo Scalzo-Pool/Getty Images)
What do you think about the upcoming elections in Brazil? Will there be consequences on the global stage? (Bernardo S)
It’s Lula’s to lose, although the race will tighten in coming weeks as the economy improves. In terms of policy, Lula and Bolsonaro aren’t exactly polar opposites on economics, where they are both more moderate than their rhetoric would seem to indicate. That means there should be broad continuity regardless of who wins. The big difference globally would be on climate, where Lula is much more aligned with other governments around the world. A big question is whether when Bolsonaro (likely) loses he will attempt to delegitimize and overturn the election the way Trump did in 2020. If he does, the chances he’ll succeed are minimal (the military and the courts would defend the rule of law), but it could still lead to a lot of violence. That’d be very destabilizing for Latin America’s largest economy.
Every democratically elected national leader appears to face record-low approval ratings and an upcoming, near-certain defeat at the ballot. Has this level of unrest at a global level ever happened before? What are the implications of such volatility? (Jack S)
It’s true that there seems to be a lot more populism and anti-establishment sentiment than in the recent past, which strongly suggests that the social contract in democracies isn’t working and needs to be redressed, or else democratic governance will start seriously crumbling. But keep in mind this is much more of a problem in the United States than, say, Canada, Germany, or Japan. So I wouldn’t overgeneralize or panic just yet.
Is globalization over? (Tiago S)
Not at all. While there’s some decoupling going on (between Russia and the West, between the US and China on areas of national security, by “my country first” populists around the world trying to score political points), the extent of it is limited by economic self-interest. In fact, the world is still the most integrated it’s ever been. But globalization is no longer being actively driven by the United States (or anyone else). That means that it’s being fought over, not that it’s over. The economic drivers of globalization are just too powerful.
Are we headed into a cold war with China? What are your expectations for the Sino-American relationship in the long term? (Johnny K)
No. There’s too much economic interdependence between the two countries, and both sides are well-aware that war would be mutually assured destruction. But there’s enormous uncertainty in the long-term relationship, which is entirely devoid of trust. Both countries are facing massive domestic challenges. China’s are primarily economic (though they could become political as well). America’s are primarily political (though they could become economic as well). If these two developments keep getting worse, we’ll likely see more conflict.
Is it true you grew up in the projects? What lessons did that teach you? (Allan S)
Yes. It’s hard to know for sure how the experience shaped me in the absence of a counterfactual, but off the top of my head: it motivates me to work hard, it makes me recognize the importance of understanding networks/stakeholders and not presuming performance alone gets you where you want to go, and it gives me an outsider perspective that is useful for being clear-minded about the advantages and disadvantages of different systems (as opposed to thinking that everything should run like the “Washington consensus”).
How do you find passion when it comes to work? (Steven T)
The subject matter—the state of our world and, most importantly, the people on it—is endlessly fascinating. And given that we’re in a period of nearly unprecedented uncertainty—a real transition point for the world—the work feels meaningful.
How do U.S. allies around the world see U.S. division and the upcoming elections in 2022 and 2024? How do they prepare for what may be coming? (Linda B)
They’re deeply, deeply concerned. The Europeans are working to strengthen the EU and related institutions to get some “strategic autonomy” from the U.S., should they need it. Some Asian allies are hedging or balancing toward China. While some U.S. allies like Canada, Japan, and the United Kingdom largely have no choice but to stick with us, albeit each for different reasons.
What will it take to repair American democracy and restore its standing as the beacon of democratic ideals in the world? (Max B)
It will take a generation of hard work. Specifically, we need to invest in improving equality of opportunity for Americans who no longer have the mobility of their parents and grandparents, and we need to take money out of the political system to better align incentives for the public good.
With all the uncertainty (economics) and conflict (international relations) currently, what gives you the most hope? (Christian G)
That this is precisely the time when we get to rebuild our 20th-century global institutions to make them fit for the (first half of the) 21st century. That’s a terrific opportunity we should not waste.
What is the meaning of life? (Stefen S)
To keep a sense of wonder about our existence. For me, philosophically, that means keeping an open mind and never stopping asking myself that very question.
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