In brief
The OAS mission praised the first round as civic and peaceful.
The preliminary report flags concern over disinformation.
What we know
04Transmission to assets
Market read-through
The assessment narrows room to question the first-round result; for markets, runoff institutional risk remains concentrated in narrative battles and disinformation.
Portfolio impact
01External validation reduces the risk of challenges.
A small effect relative to polls.
What would change the view: A runoff without incidents.
Direction is an explanatory hypothesis, not a forecast or recommendation.
Next signals
What to watch
- Mission's final report
- Runoff campaign
Limits of the reporting
What remains uncertain
- Mention of foreign interference appears in only one source.