突发，黑天鹅！股汇双杀！

Group 1 - The article discusses a significant "black swan" event in Brazil, where the stock market experienced its worst day since 2021, and the currency depreciated by approximately 2.5% due to former President Bolsonaro's endorsement of his son as a candidate for the upcoming presidential election [2][4]. - Following the media report, the Brazilian currency, the real, began to weaken, and the Ibovespa stock index fell by 4.3%. Additionally, interest rate swap contracts surged over 50 basis points, indicating a shift in investor sentiment regarding Bolsonaro's political influence [4][6]. - Analysts noted that the market had previously anticipated a united front among the right-wing candidates, but Bolsonaro's endorsement of his son has led to a split, correcting the overly optimistic sentiment in the market [7][8]. Group 2 - The article highlights that Flávio Bolsonaro confirmed his father's support on social media, stating he would carry on the mission of their country. He is set to challenge the current president, Lula, as a candidate from the Liberal Party [6][8]. - Despite the current president Lula leading in early polls, there was optimism that if Tarcísio de Freitas, the governor of São Paulo, entered the race, the right-wing could defeat Lula. However, the recent developments have raised concerns about the competitiveness of Flávio against Lula [7][8]. - Analysts expressed that Flávio's competitiveness against Lula is perceived to be weaker, and the economic policy expectations are less favorable, which could negatively impact Brazilian assets [8].