Although the slave trade to Brazil did not end until 1850, and slavery itself lasted until 1888, the practice of freeing slaves had been common from the time of first colonization by the Portuguese in the 16th century, and the children of freed women were born free. The result was that, by the time of a national census in 1872, there were 4.25 million free blacks and mulattos in the country, accounting for over three quarters of all those of African descent and two fifths of Brazil’s total population.
To understand the willingness of Brazilian slave owners to free so many one must first consider the general nature of Brazil’s social structure and the paradigms that ordered it. For most, society was not thought of as being made up of individuals equally protected in their rights and mobile in relationship to one another, but by castes, ranks, corporations, guilds, and brotherhoods, layered one atop another or arranged side by side. Almost everyone could feel superior to someone else, even if inferior to others. The nuanced distinctions of ranks somewhat restrained the threat to social order that free and freed blacks might otherwise have been thought to pose. “Free-and-equal” was not a phrase heard in Brazil.
There is overwhelming evidence that race was an important variable affecting one’s position, and discrimination against blacks was widespread and constant. The government reinforced the prejudices of white Brazilians, acquiesced in maintaining a hierarchy based on color, and presented obstacles to the ambitions of free African Brazilians. Civil service positions were usually denied to them, regardless of their qualifications. Recruitment for the army was focused on the poor, that is, on African Brazilians.
Yet, it is also true that many individuals found their way around those obstacles and rose to positions of some importance, for skin color was just one of the many characteristics to be considered. There are multiple examples of freeborn mulattos (and some freed and freeborn blacks) who succeeded in 19th-century Brazil. Some became doctors, pharmacists, journalists, and teachers. Others entered politics and rose to positions of real power. A few worked energetically to bring about the end of slavery.
Sueann Caulfield and Cristiana Schettini
Over the past forty years, increasing attention to gender and sexuality in Brazilian historiography has given us a nuanced understanding of diverse ways in which women and men in Brazil’s past experienced patriarchy, racism, and other forms of oppression. As gender historians have shed light on how racialized and patriarchal gender and sexual roles have been reconstituted in different historical contexts, empirical studies in the field of social history have focused primarily on the historical agency of women, particularly non-elite women, who lived within or pushed against the confines of prescribed gender roles. Pioneering histories of sexual minorities have accompanied this trajectory since the 1980s, although this subfield has grown more slowly.
A few nodal themes help to explain transformations in gender relations during each of the major periods of Brazil’s social and political history. Under the empire (1822–1889), honor is the entryway for analysis of gender and sexuality. Gendered standards of honor were critical tools used to mark class and racial boundaries, and to traverse them. Historians of the imperial period also stress the centrality of gender to the social, cultural, and economic networks built by members of various occupational, familial, and kinship groups. During the First Republic (1889–1930), the focus shifts to state vigilance and social control, together with debates over modernization of sexual and gender norms, particularly regarding urban space and prostitution. In the Vargas era (1930–1945), patriarchy and racialized sexuality formed the core of intellectual constructions of the nation’s history and identity, at the same time that homosexuality and women’s and worker’s rights generated intense debate. A new emphasis on domesticity emerged in the context of developmentalism in the 1950s, helping to spur a reaction in the form of the counterculture and sexual revolution of the 1960s and 1970s. The dictatorship (1964–1985) went to great lengths to suppress challenges to gender and sexual norms as part of its broader strategy to demobilize society and repress oppositional political movements. These challenges reemerged in the 1970s, when feminists and sexual minorities gained much greater visibility within a new wave of social movements.
The 1988 constitution articulated these movements’ aspirations for social justice and equality through its foundational principal of human dignity. Significant legal changes followed over subsequent decades, including recognition of equal labor rights for domestic and sex workers, affirmative-action policies, and the legalization of same-sex marriage, in 2011. Despite notable setbacks, the momentum toward gender and sexual equality at the start of the 21st century was remarkable. This momentum was halted by the political coup that ousted the first woman president in 2016. The anti-feminist mood that accompanied the impeachment process underscored an overarching theme that runs through the historiography of gender and sexuality in Brazil: the centrality of gender to the major legal and political shifts that mark the nation’s history.
Manoel de Oliveira Lima (b. Recife, December 25, 1867–d. Washington DC, March 24, 1928) was one of the most prestigious men of letters of his generation. As a historian, diplomat, literary critic, journalist, writer, and professor, he maintained an intense intellectual activity. His strong and often controversial views galvanized public opinion and gathered as many admirers as detractors. The “Fat Don Quixote” and the “Intellectual Ambassador of Brazil” were at the same time deemed a “Diplomatic Torpedo” with an “incontinent pen.” Lima became a renowned scholar and public speaker thanks to his expertise on Latin American history, especially on the history of Brazil. He was the author of numerous books and articles published in Europe and the Americas, and a lecturer at Harvard, Stanford, and the Sorbonne. He was a founding member of the Brazilian Academy of Letters. His career as a diplomat began in 1891, the same year he married Flora de Oliveira Lima (neé Cavalcanti de Albuquerque, b. Cachoeirinha, October 26, 1863, d. August 12, 1940, Washington, DC), his lifelong companion and collaborator. Together they lived in Portugal, Germany, the United States, Great Britain, Japan, Venezuela, and Belgium until his retirement. A devoted bibliophile, Oliveira Lima donated his rich collection of rare books, artwork, manuscripts, prints, photographs, and documents from his personal archive to the Catholic University of America in 1916. In 1920, he established residence in Washington, DC to oversee the organization of the university’s library, which was inaugurated in 1924. He taught international law and acted as librarian at CUA until his death in 1928. The Oliveira Lima Library (OLL) is currently considered one of the finest collections of Luso-Brazilian materials and one of the most important Brasilianas in the world.
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.
Mary Ann Mahony
For most of the 20th century, a narrow coastal strip of the Brazilian state of Bahia was the largest producer of Theobroma cacao in the Americas and the second largest in the world. Cacao arrived in the region from the Amazon in the first half of the 18th century, and its cultivation expanded rapidly in the 19th century due to several factors, including a favorable climate, available land, labor too limited for growing sugar, and a developing international market. Initially grown by members of the rural poor, including mission Indians, slaves and ex-slaves, by the 20th century cacao had turned southern Bahia into a plantation region dominated by large estates and exploited workers. This economic expansion came at the expense of the region’s flora and fauna, as well as of the small holders who had initiated the sector. The problems associated with this form of development became clear when the cacao disease known as Witch’s Broom arrived in the region in 1989 and cacao production collapsed. Southern Bahian planters attempting to avoid bankruptcy laid off hundreds of thousands of illiterate rural workers and sold off surviving tropical hardwoods. Historians know the region primarily through the writings of cacao-area native and Brazilian novelist Jorge Amado, but the region’s history goes much beyond the topics he covered and offers numerous opportunities for research.