AFOS Daily · Daily Synthesis

September 28, 2026

Prediction Markets × Polls × News

Synthesis generated from auditable data. Every claim cites its source.

Two national polls came out on the morning of September 28 and both measured Lula better than a week earlier: Quaest with 39% to 34% in the first round and a tie at 42% in the second round, and BTG/Nexus with 42% to 37% and 46% to 44%. In the Polymarket winner contract the gap went the other way, from 14.75pp to 16.55pp in favour of Flávio Bolsonaro, in a presidential book with USD 156.21M accumulated.

1. Prediction market

In the Polymarket winner contract, confirmed reading of September 28, 13:49 BRT, Flávio Bolsonaro rises 0.80pp, to 58.05% (USD 12.14M), and Lula falls 1.00pp, to 41.50% (USD 12.52M), against the reading of September 27, 12:47 BRT. The gap goes from 14.75pp to 16.55pp, the third widening in a row between confirmed readings. The pair sum fell from 99.75 to 99.55, and the normalized move is 0.92pp to each side. Total accumulated volume in the presidential book adds up to USD 156.21M across 19 contracts.

Neither of them is at an extreme of the series recorded since April 14: Flávio Bolsonaro stands 3.65pp from the top, of September 21, and Lula 7.00pp from the floor, of April 25. The Renan Santos contract falls to 0.35% (USD 14.61M) and remains the one with the largest accumulated volume in the presidential book.

In the third place book, Augusto Cury rises 0.70pp, to 45.10% (USD 0.29M), and Renan Santos rises 1.50pp, to 43.00% (USD 0.45M), so the distance between the two narrows from 2.90pp to 2.10pp. Ronaldo Caiado falls 1.00pp, to 13.50% (USD 0.18M). In the second place one, Lula falls 0.90pp, to 24.55% (USD 1.07M), and Flávio Bolsonaro stays at 74.50% (USD 1.25M).

The Supreme Court impeachment contract stays at 2.95% (USD 0.09M), practically unchanged. In the 2026 inflation one, the 5.00% to 5.49% band leads with 48.85% (USD 0.02M), in the 14:12 BRT reading.

2. What the polling firms registered

Quaest, with 2,004 in-person interviews from September 24 to 27, puts Lula at 39% and Flávio Bolsonaro at 34% in the first round, with Ronaldo Caiado and Augusto Cury at 4% and Renan Santos at 3%, and a tie at 42% in the second round, after Flávio Bolsonaro was ahead by 42% to 41% on September 21. The same poll measured transfer in the second round: of Romeu Zema's voters, 81% would go to Flávio Bolsonaro, and of Renan Santos's, 48%, according to O Globo. Government approval went from 44% to 46%, and disapproval from 50% to 49%.

BTG/Nexus, with 2,000 interviews by telephone from September 25 to 27, puts Lula at 42% and Flávio Bolsonaro at 37% in the first round, with Cury and Caiado at 5% and Renan Santos at 4%, and Lula ahead in all five second round pairings, 46% to 44% against Flávio Bolsonaro. Rejection stands at 51% for Flávio Bolsonaro and 48% for Lula. The TSE registry remains at 1,234 presidential polls, with no new entries on September 28.

Polling calendar, next 7 days

Polls registered with the TSE scheduled for publication between September 29 and October 5, with national scope and a sample of 1,000 or more. Registered is not published: firms can delay or cancel.

DateFirmSampleScopeTSE registrationConf.
29/SepJOTA Jornalismo6,000nationalBR-05869/20260.7
29/SepAtlasIntel5,000nationalBR-04391/20260.9
29/SepPalver5,000nationalBR-02990/20260.7
29/SepGerp2,400nationalBR-00509/20260.7
29/SepGerp2,400nationalBR-08168/20260.7
29/SepVox Brasil2,100nationalBR-00895/20260.7
29/SepReal Time Big Data1,600nationalBR-04482/20260.8
30/SepIdeia2,000nationalBR-08706/20260.7
30/SepIndexa2,000nationalBR-00698/20260.7
30/SepFutura/100% Cidades2,000nationalBR-01122/20260.7
01/OctDatafolha2,506nationalBR-08039/20260.9
01/OctReal Time Big Data2,000nationalBR-09503/20260.9
02/OctVox Brasil2,100nationalBR-00148/20260.7
02/OctDatavero1,500nationalBR-07844/20260.6
02/OctDataTrends1,200nationalBR-04414/20260.6

Source: public TSE registry via the AFOS API. Samples of 3,000 or more in bold. These are the 15 national polls in the window, and 126 registrations from the same period were left out by scope or by sample. Caveats: the national label on the two Real Time polls and on the Datavero poll comes from the sampling plan, and it will be checked at release; and the two Gerp rows register release on September 29, before fieldwork begins.

3. What the press covered

At the Supreme Court, Flávio Bolsonaro's defense appealed on September 28 against the decision by Flávio Dino that, on September 27, restored comedian Antonio Tabet's post about Our Lady of Aparecida, and Dino asked Edson Fachin for a full-court session to review the decision. On the same day, two betting associations asked Luiz Fux to suspend the provisional measure that bans betting sites, a request also reported by Folha.

In the campaign, Flávio Bolsonaro confirmed on September 27 that he will attend the TV Globo debate of October 1 even without Lula, and Lula's campaign has not decided yet. In Goiânia, Flávio Bolsonaro accused the CNBB (the Brazilian bishops' conference) of helping the PT with the false story about the patron saint, and the bishops replied that a lie is not fought with a lie. Lula defended a council to nominate Supreme Court justices and fixed terms for them.

4. Divergences of the day

Market x poll: Quaest and BTG/Nexus, released before the confirmed reading, measure Lula better than in the same firm's September 21 round, with shifts within the 2-point margin. Between the confirmed readings of September 27 and 28, the gap moved 1.80pp in favour of Flávio Bolsonaro.

First round x second round: in Quaest, Lula opens 5 points in the first round and ties in the second round. The difference lies in the transfer measured by the poll itself, in which 81% of Zema's voters and 48% of Renan Santos's would go to Flávio Bolsonaro, against 9% and 23% to Lula.

Third place: the book puts Ronaldo Caiado at 13.50%, well behind Augusto Cury and Renan Santos, and the two national polls of the day tie Caiado with Cury in third, with Renan Santos 1 point behind.

In summary

The price and the polls of the day moved in opposite directions. Both national polls measured Lula better, and the winner contract widened the gap for the third reading in a row, to 16.55pp.

The last week before the first round begins with 15 national polls registered. Seven are scheduled for September 29, and Datafolha registered October 1, the day of the TV Globo debate.

The dispute over the posts about Our Lady reached the full Supreme Court. The full court review requested by Dino decides whether the overturning of Mendonça's order stands.


Fontes consultadas

matérias com link direto para a notícia (veículos âncora):

matérias secundárias (URL Google News redirect, clique resolve à matéria):

Fontes técnicas: Polymarket (live quotes via the AFOS proxy, fetched Sep 28, 13:49 BRT), TSE registry (official electoral polls).

Sources cited in this text: Polymarket, TSE (registro público), G1, CartaCapital, O Globo, CNN Brasil, Correio Braziliense, Folha de S.Paulo, Jovem Pan

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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AFOS Daily · September 28, 2026 | AFOS Analytics