AFOS Daily · Daily Synthesis
August 22, 2026
Prediction Markets × Polls × News
Synthesis generated from auditable data. Every claim cites its source.
Renan Santos's contract fell 1.50pp and closed at 2.65%, the lowest point of the entire recorded series, which begins on April 14. He carries USD 10.56M, one of the largest individual volumes in a presidential book of USD 131.16M, above Lula's own. No new national poll was published, and five are registered with the electoral court for the next five days.
1. Prediction market
Total accumulated volume in the presidential book stands at USD 131.16M, on the confirmed reading of August 22 at 5:10 PM BRT, with prices that two independent readings confirmed. In the presidential market, Lula is at 62.50% (USD 8.86M) and did not move; Flávio Bolsonaro is at 33.35% (USD 8.78M), down 0.10pp. The distance between the two is 29.15pp, against 30.45pp on the August 21 reading.
The move of the day belongs to Renan Santos: down 1.50pp, closing at 2.65% (USD 10.56M). It is the largest swing in the book. In the full record, which begins on April 14, his lowest point is today's; on April 28 the same contract paid 49.60%. In the sub-markets, Flávio Bolsonaro holds 84.50% in the first-round second-place contract (USD 0.35M). In the third-place contract (USD 0.19M), Renan Santos holds 49.50% and Ronaldo Caiado holds 46.00%: the same market that took price away from Renan in the main race still keeps him ahead here, by 3.50pp.
The supreme court impeachment contract holds at 3.35% (USD 84 thousand), the Senate gives the Partido Liberal 78.50% (USD 0.26M) and 2026 inflation has its leading band at 51.20% (USD 0.01M).
2. What the polling institutes registered
No new national poll was published on August 22. The Datafolha of August 21 (n=2,058, fieldwork August 18 to 20, registration BR-04496/2026) and the Veritá of the same day (n=3,840, fieldwork August 16 to 20, registration BR-04006/2026) remain the two most recent with a published number.
The two disagree on the runoff. Datafolha puts Lula at 47% against 43% for Flávio Bolsonaro; Veritá inverts the result. In the first round, Datafolha records Lula at 39%, Flávio at 33%, Caiado at 5% and Renan Santos at 4%. The same house detailed the vote migration of Zema, Caiado and Renan Santos in the runoff.
Polling calendar — next 7 days
Polls registered with the electoral court scheduled for publication between August 23 and August 29. Inclusion in the table does not mean confirmed publication, because institutes may delay or cancel a release. Filters applied: national scope and sample ≥ 1,000. Each registration linked to the public TSE lookup.
| Date | Institute | Sample | Scope | TSE registration | Conf. |
|---|---|---|---|---|---|
| Aug 24 | Nexus | 2,000 | national | BR-09028/2026 | 0.70 |
| Aug 25 | Gerp | 2,400 | national | BR-03547/2026 | 0.70 |
| Aug 26 | JOTA Jornalismo | 6,000 | national | BR-07806/2026 | 0.70 |
| Aug 26 | Indexa | 2,000 | national | BR-06366/2026 | 0.70 |
| Aug 27 | PoderData | 2,400 | national | BR-04974/2026 | 0.70 |
Source: public TSE registry via the AFOS API. Samples ≥ 3,000 in bold. The table lists the 5 NATIONAL polls in the window; 37 state-level registrations from the same period were left out by scope. The status is "registered ≠ published", and confirming an actual release requires two primary sources before citing a number.
3. What the press covered
Coverage on August 22 was follow-up on the previous day's Datafolha, with 164 distinct headlines in the collection. Folha reported that Lula's popularity slips and keeps the race balanced, and detailed that Flávio Bolsonaro draws only partial support from the right in the runoff scenario.
The same house published that Lula leads among women and the poorest, with Flávio Bolsonaro ahead in other segments.
Datafolha also measured the São Paulo state contest, with Tarcísio de Freitas at 45% against 27% for Haddad. State polls do not enter the national panel. Tarcísio himself said he would like to see Lula and Flávio in a debate.
4. Divergences of the day
Market × market: the presidential contract took 1.50pp away from Renan Santos and the third-place one still has him leading, with 49.50% against 46.00% for Caiado. In the presidential market the two are 2.30pp apart; in the third-place one, 3.50pp. The same pair of names is read two different ways.
Volume × price: the three largest individual volumes in the book belong to Tarcísio de Freitas (USD 14.00M, at 0.05%), Renan Santos (USD 10.56M, at 2.65%) and Michelle Bolsonaro (USD 10.11M, at 0.15%). None of the three is among the top two on price. Volume measures accumulated interest, not current probability.
Poll × poll: Datafolha and Veritá were in the field over overlapping windows, published on the same day and reach opposite results in the runoff. Five national polls come out between August 24 and 27, one with a sample of 6,000, and it is in those that this contradiction is resolved or confirmed.
In summary
Renan Santos sits at the lowest point of the entire series and is the name that drew the most money. He fell 1.50pp and closed at 2.65%, against the 49.60% the same contract paid on April 28. He holds USD 10.56M, above Lula, with USD 8.86M, and Flávio Bolsonaro, with USD 8.78M. High volume with a falling price means the money that came in did not hold the value.
The top two stood still and the distance between them barely moved. Lula at 62.50% unchanged, Flávio Bolsonaro at 33.35% down 0.10pp, and the gap at 29.15pp against 30.45pp the day before. Neither is near his own peak: Lula's is 70.00%, from April 28, and Flávio's is 45.50%, from May 6.
No new national poll came out, and five are due in the next five days. Datafolha and Veritá, both from August 21, remain the most recent with a number and disagree on the runoff. Among those coming, JOTA carries a sample of 6,000, the largest on the calendar. Registration with the electoral court precedes release, so none of them has a number yet.
Fontes consultadas
matérias com link direto para a notícia (veículos âncora):
- Folha de S.Paulo — Datafolha: Lula's popularity slips and keeps the race with Flávio balanced
- Folha de S.Paulo — Datafolha: Flávio draws only partial support from the right in the runoff
- Folha de S.Paulo — Datafolha: Lula leads among women and the poorest
matérias secundárias (URL Google News redirect — clique resolve à matéria):
- Folha de S.Paulo — Datafolha: Lula at 39% in the first round, Flávio Bolsonaro at 33%
- G1 — Datafolha, runoff: Lula, 47%; Flávio Bolsonaro, 43%
- CartaCapital — Datafolha details the vote migration of Zema, Caiado and Renan Santos in the runoff
- Folha de S.Paulo — Datafolha: Tarcísio leads the São Paulo governor race with 45% against 27% for Haddad
- Poder360 — Tarcísio says he would like to see Lula and Flávio in a debate
Fontes técnicas: Polymarket (live quotes via the AFOS proxy, fetched Aug 22, 5:10 PM BRT), TSE registry (official electoral polls).
Sources cited in this text: Polymarket, TSE (registro público), Folha de S.Paulo, G1, CartaCapital, Poder360
Method: this synthesis is generated automatically from auditable data on the AFOS Analytics platform, under code-versioned rules in git. All claims can be verified on the platform or in the linked sources. Understand the automated governance.
Integration: for live data and detailed candidate analyses, access the full dashboard. To understand the method in depth, read The Method.
Glossary: Brazilian political terms used in the syntheses (TSE, STF, BolsoMaster, lideranças envelhecidas, etc.), definitions in 3 languages. See the full glossary →
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