👋Good morning! It's Sunday, and somewhere in São Paulo a queue is already snaking out of a polling station before the coffee has finished brewing. Nearly 160 million Brazilians are eligible to vote today, and while nobody will know the result until long after you've closed this email (a runoff later this month is the safe bet), traders are quietly rehearsing their Monday faces. It's a fitting backdrop to a week when the lines between politics, money and power looked blurrier than a holiday photo taken from a moving car. Diplomats talked deals, regulators eyed the punters, central bankers held their breath, and AI kept everyone awake at night in more ways than one. So pour something warm, put your feet up, and let's untangle who did what yesterday while the rest of the world was busy placing its bets.

