João Paulo Pimenta
Stemming from an accelerated and tumultuous process unleashed by European wars in the first decade of the 19th century, Brazil and Portugal split politically in 1822. In a sense, Brazil’s independence reflects a number of peculiar characteristics within the context of the time due, in part, to three centuries of Portuguese colonization and to changes within the colonial system beginning in the second half of the 1700s. In other ways, however, Brazilian independence is linked to external events like the French Revolution, the independence of Haiti, and, above all, the wars of independence in Spanish America. The most profound and lasting consequences of the break with Portugal were the emergence of a Brazilian state and nation that until that point did not exist and that was consolidated over the course of the nineteenth century, as well as the nationalization of certain colonial institutions that were partially maintained. Historiography and national memory would later imbue independence with supreme importance as the foundational moment of the nation such that it has become a recurring theme in historical studies of Brazil.
Michele McArdle Stephens
The Caste Wars of the Yucatán tore apart the peninsula between 1847 and 1901. While the violence was not constant throughout the more than five decades between the start and conclusion of the war itself, the threat of rebel hostilities was ever present. Scholars have debated the origins of the war for many decades, with most recent academic treatments focusing on heavy tax burdens, poor working conditions for Yucatán’s peasantry, and the loss of land that occurred during the second half of the century. Tensions between political leaders exacerbated relations with the Mayas in particular and the peasantry more generally. The emergence of the breakaway state of Chan Santa Cruz, in the southeastern part of Yucatán, allowed rebel forces to coalesce between 1850 and the early 1870s. Here, a “Speaking Cross” oracle gave direction to the rebellious Mayas, who crushed their enemies and exacted revenge against those who would not support their cause. The emergence of Porfirio Díaz as President of Mexico in 1876 led to a gradual “reconquest” of the areas held by the cruzob, or “people of the Cross.” By 1901, the Mexican military ended the Caste Wars, though violent episodes still marred Yucatán until the early 1930s.
The role that liberals and liberalism played from the beginning of the crisis hispánica of 1808 until the death of Simón Bolívar in 1830 can be separated for analytical purposes in two different strands: the Peninsular and the Spanish American. This is a distinction that should be adopted with care, because in the end it can be considered that we are dealing with a single liberalism, the liberalismo hispánico. However, different historical, political, and social realities on each side of the Atlantic gave this liberalism different connotations. At first, Peninsulars and Spanish Americans worked in the same direction and with the same objective (the rejection of the French king that Napoleon imposed in the throne of Spain), but soon they parted ways in a practical, though not necessarily in a theoretical sense, at least concerning liberalism. In any case, contrary to what Western historiography has repeated for a long time, liberalism was a major player in the mundo hispánico during the Age of Revolutions. In fact, the term “liberal” used to define a political group made its first appearance in the Cortes (parliament or congress) that gathered in the Spanish port of Cádiz from 1810 to 1814. Nevertheless, the revolutionary contents of liberalism had to confront sociopolitical histories and realities that forced it to adapt itself to the prevailing social circumstances and to make concessions to other currents of thought and practices that do not coincide with the “liberal model” that still has ascendancy in Western historiography. This model tends to ignore the historical liberalisms that have existed in Europe, America, and other parts of the world since the “liberals” made their appearance in Spain more than two hundred years ago and in the Hispanic case in particular fails to address its radical character when considered against the Spanish Ancien régime. The result in the case of the mundo hispánico was an original and revolutionary doctrine that during the second and third decades of the 19th century transformed Hispanic politics on both sides of the Atlantic. The fact that these transformations were not consolidated or in the Peninsular case did not last for long does not diminish their importance for political and intellectual history.
Christon I. Archer and Stephen B. Neufeld
By 1821, a decade of bloody warfare had fragmented the viceroyalty of New Spain, divided the population into hostile factions of patriots and royalists, and intensified old hatreds among peninsular, or European-born, Spaniards (gachupines), American-born criollos, the complex racially mixed groups, and the indigenous population. In many regions, the native villagers were angry, resentful, and politically mobilized. The war had taught different segments of the population that mobilization and the effective use of political action—even violence—could address their political demands, their interminable grievances concerning landholding, and their chronic disputes over taxation.
These campesino insurgent and guerrilla fighters, many of whom knew little Spanish, fought tenaciously and often successfully for different factions and regions. Although some sought to escape combat and brutal suppression by fleeing into rugged mountains or posing as neutral noncombatants, guerrilla warfare, endemic banditry, and pervasive violence changed the lives of ordinary people.
In the cities, large floating populations of vagabonds, gamblers, and petty criminals frequented cockfights, bullfights, and other popular entertainments; loitering in parks and public markets, they made the night extremely dangerous for respectable urban residents. Nevertheless, even as indigenous and mestizo people suffered from the dislocations of war, arbitrary conscription, heavy taxation, and narrow paternalism, some also developed feelings of pride and empowerment that would find new expression in the post-independence decades.
By the outbreak of the war with the United States twenty-five years later, Mexico was ill-equipped and unprepared to defend its territory. Its economy was in ruins, its army lacked modern weapons and training, and many of its citizens were unwilling to engage in the defense of a nation that they did not fully comprehend. Others rose to lead the republic in its heroic, but impossible, defense.
Monica Duarte Dantas
Scholars have long studied the rebellious movements that rattled Brazil after its independence and during the so-called Regency period. The scholarship has mainly focused on understanding the political and economic elites who led the revolts by joining or fighting the rebels, or whose interests were at stake. Comparatively little attention has been paid to those who actually fought in the battles: namely, the impoverished free and freed people who comprised the majority of the country’s population. These women and men took up arms and, occasionally, led the rebellions, notably during the First Reign and the Regency. Historical accounts of such revolts are limited, however, and those that speak to upheavals that occurred from the 1850s on are even scarcer.
In the past decades, new interpretations of popular revolts during the Empire have enabled scholars to reappraise how free and freed poor (of Portuguese, African, or Native American descent) experienced the innovations brought by the country’s independence, and the long process of state-building.
Even if the country’s Charta was given by the first emperor, and not duly written and approved by a legislative body, it followed quite strictly the liberal creed that inspired so many other contemporary constitutions. According to the 1824 Charta, all of the country’s natural born were henceforth made citizens, regardless of whether they were free or freed, with constitutionally guaranteed rights. Although one should never mistake the letter of the law for its actual enforcement, its existence should also not be dismissed.
This is especially important when trying to understand the history of a country whose elites kept on fighting not only over the Constitution’s true meaning, but also over governmental control. Battling for independence and state power meant publicizing mottos about freedom, emancipation, the people’s rights, and the overcoming of oppression across the country—words that were spoken out loud and printed in newspapers and gazettes, reaching as far as the Brazilian backlands.
One must always factor into any historical equation the specifics of a country’s population. By the time Brazil became independent, slaves amounted to roughly 31 percent of the population, where most of the remaining 69 percent were composed of free poor, freed people, and “domesticated” Indians; all of whom became citizens when the 1824 Charta was enforced (with constitutional Rights, according to the law, and even, depending on one’s gender, age, income, and status—as a free or a freed man—to vote and be voted).
Considering all those specifics, this article analyzes the involvement of free and freed peoples in 19th century rebellions, riots, and seditions; movements that broke out all over the country, rattling regions as far as Maranhão and Rio Grande do Sul, from the 1820s to the 1880s. Regarding the role played by popular revolts in 19th century Brazil, one must go beyond the boundaries set by a traditional historiography to understand how the experience of protesting was directly related to the process of state building, and how the lower strata of society learned to fight for their demands as citizens of a representative constitutional monarchy.