Trump's tariff war is a net electoral gift to Lula, not a wound: the 'a Bolsonaro invited Washington to punish Brazil' frame is the single most decisive liability on the right in 2026 — it, not any PT policy, is what tips the presidency. Lula's approval bounced net-positive when the tariffs hit in 2025, and the Bolsonaro-family association with them remains an anchor on their ticket through election day.
Strongest counter — The tariffs also carry real economic pain (exporters, jobs) that could sour voters on the incumbent, and the 2025 approval bounce partly faded — Lula was back underwater by mid-2026 (Datafolha 48/49). It survives because the political attribution is asymmetric: voters blame the Bolsonaro camp, not Lula, for inviting the tariffs, so the frame cuts against the right regardless of macro damage, and Lula still rebuilt a clear runoff lead by mid-2026 despite the underwater job number.
Wrong if — a Bolsonaro-lane candidate leads Lula in any credible runoff poll in the final month before October 4, or if the Bolsonaro-tariff link stops appearing as a top Lula attack line by September 2026.