Benito Juárez was born on March 21, 1806, in San Pablo Guelatao, a Zapotec-speaking hamlet in Sierra de Ixtlán (renamed the Sierra de Juárez on July 30, 1857) in Mexico’s southeastern state of Oaxaca. He died in the National Palace on July 18, 1872, as President of the Republic, an office he had occupied since January 1858, when, as President of the Supreme Court, he had succeeded the moderate Liberal Ignacio Comonfort, who had been driven into exile by a Conservative military revolt. During his fifteen years as president, a younger generation of Liberals, few of whom could remember the revolution of Independence (1808–1821), radically transformed Mexico’s laws and institutions. In October 1855, when Juárez was the minister of justice in the newly formed Liberal government, he implemented the “Law of Restriction of Corporate Privileges,” which is credited with setting in motion the wider Reform movement. Between 1855 and 1860, in what was at the time called La Revolución but soon became known as La Reforma (the Reformation), Mexico moved from being a “Catholic Nation,” in which many of the social and racial hierarchies and corporate privileges of colonial rule still held sway, to becoming a secular federal republic regulated by a liberal constitution based on the sovereignty of the people and equality before the law, reducing the legal immunities and special privileges of the army and the Catholic Church and establishing a single system of civil law that guaranteed a wide range of freedoms and social rights. In the face of a Conservative uprising in January 1858, which broadened into the Three Years’ War (1858–1861), Liberals pressed ahead with an ambitious project of religious and civil disentailment (desamortización) that abolished corporate or communal property in favor of individual private ownership. The Liberal revolution was further strengthened in 1859 by the “Laws of Reform,” which ordered the wholesale nationalization of Church wealth and the closure of nunneries and monasteries; barred Roman Catholicism, the national religion until 1857, along with any other religion, from external manifestations of the cult; and established a civil registry and a strict separation of church and state. Conservatives, undeterred by their defeat in the Battle of Calpulalpan, in December 1860, and in spite of Juárez receiving his first full popular mandate in the elections of March 1861, redoubled their resistance to the Reform by encouraging Napoleon III’s colonial ambitions, efforts that culminated in January 1862 in the occupation of Veracruz by forces from France, Britain, and Spain and the imposition of Maximilian Habsburg as emperor in April 1864. Juárez now led the defense of the Liberal republic on two fronts, and he retreated to northern Mexico, from where he coordinated resistance to the Empire. Following the defeat of the Second Empire, which culminated in the execution of Maximilian alongside the principal Conservative generals at Querétaro on June 19, 1867, Juárez returned to the national capital wearing the twin laurels of Liberal law giver and savior of the nation. Although at his death, in 1872, he faced many enemies, especially in the Liberal camp, Juárez soon became enshrined as Liberal Mexico’s undisputed founding father and moral guide, much in the mold of his contemporaries Giuseppe Garibaldi and Abraham Lincoln. Under his leadership, liberalism had become insolubly fused with patriotism in the republican victory over European monarchy—Mexico’s second revolution of independence. La Reforma is recognized as a major watershed in Mexico’s history on a par with the revolution of Independence from Spain and the Revolution of 1910–1917.
Benito Pablo Juárez Garcia (b. San Pablo Guelatao, Oaxaca, March 21, 1806; d. Mexico City, July 18, 1872) was one of the greatest (and most controversial) statesmen in Mexican history. Born a humble Zapotec Indian, he was orphaned before the age of four, obtained an improbable education, became a lawyer and politician, was a revolutionary reformer, served twice as governor of Oaxaca, and succeeded to the presidency in a time of crisis. His unlikely rise to political prominence in a country with a racial caste system was remarkable. As president he led Liberal Republicans to victory in the War of Reform (1858–1861) as well as in the War of the French Intervention (1862–1867). Juarez and his generals defeated reactionary Conservatives and recalcitrant Catholic bishops in 1858–1861 and defended the republican Constitution of 1857. His defense of the Republic against foreign invasion and the imposition of an Austrian archduke as Emperor of Mexico, from 1862 to 1867, gave Juárez his heroic, even cultic, stature during his lifetime. Although he faced fierce critics and enemies during his lifetime and after his death, Liberal partisans—politicians, journalists, workers, and Juárez himself—created the hero cult and the myth of Juárez. He was hailed as the incorruptible champion of the law, the constitutional republic, and the Mexican nation against powerful Mexican and foreign enemies in life and, even more, in death. General Porfirio Díaz served the Juárez government in war, opposed it in peace, and in 1876–1877, four years after the death of Juárez, became president by means of rebellion and then election. The new president was also from Oaxaca and embraced the Juárez myth to unite the nation and, in time, to create his own myth as the culminating hero in the making of the modern Mexican nation. The apotheosis of Juárez was consecrated in significant commemorative monuments of marble and bronze during the Porfiriato (the age of Porfirio Díaz, 1876–1911). By the first decade of the 20th century, the Juárez myth was more divisive than uniting. The scientific liberals (científicos) supporting the Díaz regime presented Juárista politics as the template for the Díaz dictatorship. A new generation of liberals believed Díaz had abandoned the constitutionalism of Juárez. The Mexican Revolution, led by these liberals, overthrew Díaz in 1911. Revolutionary governments continued the cult of Juárez. Public schools were given Juárez busts, and liberal textbooks introduced the Juárez myth to a new generation. Juárez, Mexico’s greatest symbol of the defense of national sovereignty was popularly and officially celebrated when US troops evacuated Veracruz (after several months of intervention) in November 1914. The same took place upon the expropriation of the foreign oil companies by the Mexican government in 1938. During the 20th century, and at the beginning of the 21st century, the cult of Juárez (the devoted attachment to Juarez) has remained steady. Professional historians and the popular cynicism of official history have undermined, to some extent, the official myth of Juárez (the idealization of Juárez by the state).
Paul Vanderwood and Robert Weis
By revealing the weaknesses of its political system and the fragmentation of its social fabric, Mexico’s devastating loss to the United States in 1848 forced a reexamination of the nation’s very foundation. It also emboldened leaders to redouble efforts to either refashion Mexico into a modern, democratic republic or strengthen colonial-era institutions that had ensured unity and stability despite cultural and regional heterogeneity. Those who hoped to modernize Mexico were the liberals. Their ideas regarding the depth and pace of change varied considerably. But they coalesced around broad principles—democracy, secularism, and capitalism—that, they insisted, would help Mexico overcome the vestiges of colonialism. In pursuit of equality under the law, liberals proposed to dismantle legal privileges for nobles, ecclesiastics, and the military. In order to stimulate the economy, they wanted to force corporate entities, especially the church, to sell their lands to individual owners. Finally, liberals sought to establish the primacy of the state by granting civil leaders authority over the church. Conservatives countered that the liberal program and its exotic ideas constituted an attack on Mexico’s Hispanic Catholic legacy and would only further weaken the nation. It was a chimera, if not demagoguery, to declare the equality of citizens in a society where the masses were illiterate, isolated hamlets who barely spoke Spanish, and residents in the far-flung regions regarded national rule with deep suspicion. Conservatives feared that the liberal program would foster more of the peasant revolts, threats of regional succession, and racial antagonism that had roiled the nation since independence. They wanted to conserve the pillars of order—the military and the Catholic Church—reinstate monarchism, and curtail political participation. Liberals and conservatives vociferously debated these divergent visions in the public forum. But ultimately their differences plunged the country into civil war.
Despite moral criticism of the institution of slavery from the second half of the 18th century, slavery, racism, and liberalism would be mutually defined throughout the 19th century. The slave economy in the Americas grew in the 19th century as a result of the expansion of the world market, sustained by constitutional states, including two national ones: the Brazilian Empire, a constitutional monarchy, and the United States, a republic. In these national states, representative systems would shape the legitimacy of the institution of slavery, relating the adoption of citizenship rights to processes of racialization. In Brazil’s late colonial period, more than one-half of the free population was defined as “black” or “brown,” and manumission rates were as high as 1 percent per year. Under Portuguese colonial rule, this population of color was denied access to public offices and ecclesiastical positions, but allowed to own slaves. The rallying cry of “equality for people of all colors” served as a cornerstone of popular nationalism in the liberal uprisings of the late Brazilian colonial period. Popular liberalism also called for the passage of laws that would recognize the Brazilian-born sons and daughters of enslaved people as free persons. After independence, the Brazilian Empire experienced more than twenty years of political struggles and localized civil wars around the construction of representative political institutions. The Brazilian coffee production boom inaugurated in 1830, allowed the consolidation of the monarchical order in Brazil with the rise to power of a conservative party, the Party of Order, in 1837. From 1837 to 1853, this conservative party consolidated a slave-based national identity. During these years of conservative pro-slavery leadership, political strategies to legitimate the continuation of the Atlantic slave trade were developed and illegal enslavement was tolerated and even encouraged. Liberalism, race, and slavery shaped the history of the Atlantic world in a very interconnected way. Despite the non-race-based legitimation of slavery in a Catholic and constitutional monarchy, race was a central issue in 19th-century monarchical Brazil. Slavery was legitimated as a historical institution in the Brazilian Constitution of 1824 in the right to own property. The same constitution guaranteed civil rights to the freedmen born in the country and their descendants, denying, however, Brazilian citizenship for free Africans and political citizenship to former slaves born in Brazil. Eventually, after the end of the transatlantic slave trade in 1850, the state bureaucracy adopted a norm of racial silence for the free population, racializing slave experience and reinforcing the precariousness of freedom of the Brazilian citizens of African descent. These practices shaped crucial aspects of structural racism still present in 21st-century Brazilian society.