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Today’s briefing:
— Where’s Flavio?
— Israel’s gridlock
— Mbappé’s costly meme

Your Insider’s briefing:
— Where’s Flavio?
— Israel’s gridlock
— Mbappé’s costly meme

Good morning {{first_name | Intriguer}}. Churchill once famously advised, “in defeat, defiance; in victory, magnanimity.”

But what about electoral defeat plus a federal laundering investigation and passport confiscation? Brazil’s Flávio Bolsonaro might’ve just given us the answer: get to Miami.

His sensational escape from Brazil is our lead for today.

Jeremy Dicker
Managing Editor
Jeremy Dicker

🗳️ Want our take on Tuesday’s high-stakes US midterms? Become an Insider today and get our special edition in your inbox this Friday!

Number of the day

1,000

That’s how many troops El Salvador has reportedly surged into Haiti since four Salvadoran members of a UN-backed security mission went missing in a gang ambush.

A Brazilian possibilities

There's family drama, and then there's Bolsonaro family drama.

Picture this: it's Sunday night, and you're Flávio Bolsonaro, the standard-bearer for Brazil's conservative right: favoured to win the presidency, take the oath, pardon your coup-convicted dad, then embark as a world leader, executing a sweeping agenda at home between red carpet summitry abroad.

But. Oh lordy, the but.

You instead suffer an upset loss to your family's eternal nemesis, the left's firebrand Lula. You refuse to concede, and call for the result to be annulled, but then your own party publicly rug-pulls you by acknowledging Lula's (comfortable) win!

So… dazed, you pull up to your dad's house (Jair’s 27-year sentence now means house-arrest), and yet instead of getting a fatherly hug, the waiting feds hand you a Supreme Court order to surrender your passports within 24 hours!

Why?

Two reasons, each somehow spicier than the last:

  • First, a laundering probe: with murky claims long bubbling, a court finally declassified files last month to reveal Flávio is under investigation for illicit offshore accounts and shady online gambling links, potentially to fund his campaign! He denies it. But then, why seize his passports now? Well...

  • Second, a bro-quote: for proof of flight risk, the court cited his younger brother Eduardo’s pre-election podcast suggesting Flávio should flee to the US if he lost! Plus Flávio actually had to relinquish his safe senate seat to run for the presidency, so his legislative immunity is now about to expire.

So... did Flávio hand over his passports?

Hah. He first dropped a video ("is someone else's quote a reason to take my passport?!"), insisting he had no plan to flee and would surrender his passports.

But as the 24-hour deadline ticked down to zero, the reporters camped outside his Brasilia pad realised it was empty. His phone? Not answering? Allies? Silent.

That's when aviation nerds spotted a mysterious private jet idling on a tiny tarmac just over the border in Argentina, awaiting clearance for take-off to Miami.

It was unusual because of a) the route (B.A. to Miami via… Iguazú?), b) the broader tri-border region (notorious for unrecorded land crossings), and c) the paperwork (the jet cancelled its own take-off request when authorities tried to check the passengers against the manifest)!

That was all enough to get the rumour mill cranking, with local outlets quickly flagging a Flávio escape route, but Argentina's migration authorities insisted they had zero record of him entering (though see the tri-border area's notoriety above).

Either way, the mysterious jet remained at tiny Puerto Iguazú, which is where the trail seemingly went cold, right up until the US entered the scene overnight via an anonymous official confirming, "the State Department will issue visas to Flávio Bolsonaro and his family and allow them entry into the United States."

And sure enough, reports then emerged that Flávio himself touched down* in Miami overnight, while Argentina updated its denial: turns out he did board that private jet in Iguazú and departed for Ecuador (*presumably en route to the US, though details are still emerging, including the possibility he might not actually arrive in Miami until later this morning!).

Either way, it seems Bolsonaro is now in or near Florida (his dad's same 2022 route), while President Trump himself is now calling Lula's win "another rigged election".

As for Lula? He's citing it all as proof of what he warned on the campaign trail all along: Brazil is merely the Bolsonaro family's "second country". And lest you wonder, Lula helpfully added, "the first is licking American boots".

Oh, and will Flávio ever reconcile with the younger brother whose podcast triggered the court order? Well Eduardo (himself an ex-congressman) is also in the US, where he’s been a fugitive since Brazil’s supreme court gave him four years for lobbying DC to sanction the judges deciding the fate of his father.

Like we said: there's family drama, and then there's Bolsonaro family drama.

Intrigue’s Take

We pondered in Monday’s edition how Washington might navigate Flávio’s loss and Lula’s tetra (fourth win). And now we know. But by granting visas (and perhaps logistical support?), the White House seems intent on…

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Intrigue’s Take

We pondered in Monday’s edition how Washington might navigate Flávio’s loss and Lula’s tetra (fourth win). And now we know. But by granting visas (and perhaps logistical support?), the White House seems intent on riding two horses at once, tossing some partisan red meat to Trump’s base ahead of next week’s high-stakes midterms, while throwing a wrench into left-leaning Lula’s victory lap.

But history might soon reveal this as simply the worst of both worlds: Lula’s four-million-vote margin was comfortable enough for even Bolsonaro’s own party to just move on (like it or not), leaving any rigged claims looking more like hollow political theatre. And yet by seemingly now participating in Bolsonaro’s escape, the White House not only acquiesces to that electoral outcome, but it also burns US credibility and further guarantees an icy relationship with Latin America’s largest economy, which is arguably also the main swing player in the BRICS bloc.

Speaking of that US-Brazil relationship, the two have actually had an extradition treaty in place since 1961. They signed it to catch crims rather than referee dynastic succession battles, but Bolsonaro’s escape and DC’s move will now blur those lines.

An actual extradition requires the alleged offence to be a crime in both countries, which is easier in the case of Flávio (laundering) than his younger brother (technically “judicial coercion”). But the White House has two big loopholes it’ll use: one is the fact the final authority ultimately rests with the US secretary of state (ie, a political decision); the other (related) hole is the fact there’s an exemption for “political offences”, which Marco Rubio would presumably cite in rejecting Brazil’s request (which is due imminently from Brazil’s supreme court, btw).

So maybe it’s a dilemma not for Trump, but for whoever follows Trump. Either way, Flávio is actually now joining a long line of Latin American figures testing DC’s shifting legal sands: the US has extradited some prominent exiles over the years, whether Venezuela’s Jiménez (1963), Panama’s Martinelli (2018), or Peru’s Toledo (2023). But it’s also protected others, whether Venezuela’s Pérez or Bolivia’s Sánchez. The common thread is mostly political and geopolitical, occasionally tempered by the credibility and seriousness of the allegations.

So until the political winds in Washington change (Tuesday’s midterms perhaps?), Flávio is probably safe. Though if his father’s own journey is any guide, Flávio’s next big appearance might be at an Orlando-area KFC. And frankly we wouldn’t blame him: we opened with a Churchill quote, so maybe we should wrap by repurposing his famous champagne line for Original Recipe®: in victory, you deserve it. But in defeat? You need it.

Sound even smarter:

  • There’s now a separate debate in Brazil around the role of the above judge who gave the passport order (de Moraes). That name might ring a bell from his 2024 spat with Elon Musk, his presiding over the Bolsonaro coup case, and his links to the Banco Master scandal that’s still rocking Brazil.

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Meanwhile, elsewhere…

🇮🇱 ISRAEL — Bibi rebuked but not out.
With the count continuing, Gadi Eisenkot’s opposition bloc now looks neck and neck with Netanyahu’s conservative-right coalition, which has lost ~10 or so seats. But neither side has an outright 61-seat majority, meaning power is still ultimately up for grabs, depending on final numbers and the next few weeks of coalition horse-trading. The election saw Israel’s highest turnout in decades (77.7%), with Arab-majority parties on track to potentially double their last 10 seats in the Knesset. (Jerusalem Post)

Comment: Israel’s coalition math means a loss for Bibi isn’t an automatic win for Eisenkot; and if we’ve learned anything about Israel’s longest-serving leader over the years, it’s that he thrives in this sort of post-election paralysis. Given both candidates are pretty hawkish, the end result now seems less about whether Israel will change tack abroad, and more about whether it can remain stable at home, and perhaps whether a new leader might give erstwhile partners and allies the pretext to re-engage.

🇫🇮 FINLAND — …and Norway talk to Putin.
Europe is sounding divided in response to Finland’s Stubb and Norway’s Støre holding a surprise 90-minute call with Russia’s Putin, framed as working towards “future negotiations to help to end the war”. Ukraine’s Zelensky had just met Stubb and Støre in Oslo last week, along with Trump envoy Steve Witkoff. (BBC)

Comment: We can understand feeling irked at a lack of any heads-up, but keep in mind Stubb and Støre are no Putin doves, while Poland’s own Tusk is saying he’s “moderately optimistic”. Our money is on another direct, working-level Russo-Ukraine negotiation in Abu Dhabi next month, all around the *possibility* of the two foes signing something at the upcoming APEC or G20 (perhaps freezing current lines, backed by some kind of Western security guarantee). But our doubt remains whether, absent clear defeat, any pause might simply give Putin breathing space to re-arm.

🇸🇦 SAUDI ARABIA — Not now, Houthis.
Yemen’s Iran-aligned Houthis have claimed another hit on Saudi Arabia’s largest oil refinery, Ras Tanura. The Saudis have yet to comment, though their silence is starting to sound like confirmation. (AA)

Comment: Markets aren’t waiting for Saudi confirmation, sending crude up another 1.62%.

🇯🇴 JORDAN — Airstrikes on Syria?
The Jordanian air force has struck alleged ISIS hideouts in southern Syria, claiming a connection to last Friday’s massacre that left nine dead at a Jordanian church. Amman says it conducted the airstrikes in coordination with Syria, something Damascus itself is denying (perhaps to manage its own internal factions, and/or distance itself from reported civilian deaths). (Reuters)

Comment: Jordan’s King Abdullah II promised an “iron fist” response to Friday’s massacre, perhaps calculating that a high-profile show of force might help suppress sectarian anxiety at home. Meanwhile, the move now unexpectedly aligns Jordan with neighbouring Israel, which has also hit targets in southern Syria claiming similar terrorist threats (prompting criticism from Jordan).

🇹🇱 TIMOR LESTE — Bad blood gas.
Australian energy giant Woodside has announced it’ll sell its 33% stake in Timor’s Greater Sunrise gas project to Dili’s state-owned energy firm. Timor has pledged to continue plans to process the gas on its own southern coast, despite lingering doubts around the idea’s commercial viability. (ABC)

Comment: The question is whether China will now step up to cover the funding gap left by Woodside. That’d be a worst-case scenario for Canberra, which has attempted to hug Timor tighter amid greater competition from Beijing. But speaking of which…

🇱🇰 SRI LANKA — Easy does it.
Beijing’s state-owned China Merchants Port Holdings has pulled out of a $392M port logistics hub in Colombo, citing delays and changing market conditions. It was meant to be completed by the end of 2025. (The Diplomat)

Comment: This is partly just a story of how excessive red tape can cost emerging economies a critical trade project, but it’s also a signal that maybe in today’s tighter budgetary environment, China might be quicker to cut its losses on underperforming investments.

🇯🇵 JAPAN — Register here.
The Japanese government is considering requiring lobbyists working on behalf of foreign governments to register as foreign agents as part of its push to revamp local counterespionage efforts. (Japan Times)

Comment: Japan is really playing catch-up here, after Australia (2018), the UK (2023), and Canada (2024) modernised DC’s own earlier ‘foreign interference’ concept in hopes of adapting to modern grey-zone tactics.

Extra Intrigue

What people around the world are googling:

  • 🇮🇳 Folks in India searched for ‘cyclonic storm Arnab’, which is now causing widespread damage after slamming into India’s east coast earlier today (Wednesday).

  • 🇩🇿 Algerian sports fans looked up ‘Harry Kane’ after the footballer became the first Englishman to win the prestigious Ballon d’Or trophy in 25 years.

  • 🇺🇸 And Americans googled ‘AT&T 2024 data breach settlement’ after the telco giant agreed to a $177M settlement over two massive data breaches.

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Scandal of the day

Beverage giant Dongpeng dropped Mbappé as a sponsor. Credits: @darijan___ via Twitter/X

How much can one slip cost you? For French soccer superstar Kylian Mbappé, the answer is roughly $15M a year.

His sin? Netizens and officials in China are angry at an answer Mbappé gave when asked for his favourite meme: turns out the Real Madrid striker loved one that saw his face get photoshopped onto the body of “some guy – I think he’s a Chinese dictator”, in a nod to his own “dictator” nickname from his on-field dominance.

So what’s the problem? He was referring to modern China’s, um, founding dictator, Chairman Mao. So amid online fury, China’s foreign ministry spokesperson Guo Jiakun warned that “words and actions that hurt the feelings of the Chinese people will naturally be met with unanimous rejection from all sectors of Chinese society.”

And right on cue, two of China’s big consumer brands (Dongpeng Beverage and Mengniu Dairy) have now axed their Mbappé sponsorship deals, two of China’s biggest social media platforms (Xiaohongshu and Weibo) have restricted his accounts, and a broadcaster has announced it’ll suspend its La Liga coverage!

So Mbappé has duly apologised, as has La Liga, though he’s now copping it from both sides: on one side, there’s a Beijing angry at his “dictator” reference, while on the other, there’s everyone disappointed that Mbappé just bowed to China’s pressure over a statement that might feel loaded or unnecessary but is otherwise… correct.

By the way, one of the reasons we’re so grateful for our premium Intrigue Insiders is the way it saves us from having to choose between surviving or apologising for facts, so become an Insider today?

Today’s poll

Do you think the US will ever extradite Flávio Bolsonaro back to Brazil?

Login or Subscribe to participate

Yesterday’s poll: Who do you think will end up Israel's prime minister?

👑 Netanyahu (29%)
🎖️ Eisenkot (70%)
✍️ Other (write in!) (1%)

Your two cents:

  • 🎖️J.J: “Israelis have, in my humble opinion, had it with Bibi’s corruption, endless wars, and anti-democratic actions, such as his assault on the Israeli judiciary.”

  • ✍️ E.K.M: “Elections are more often decided by who voters don’t like than who they do.”

PS — shout-out to ‘JS’ in the group-chat for today’s Boltsonaro heading 😆. Become an Insider and join the banter today!

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