HAS: Magic meets the third-quarter test
HAS Premium research: Magic meets the third-quarter test.
CAMS Research Desk
CAMS Morning Market Brief: October 13, 2026
Chip selling deepened across Asia, leaving Nasdaq futures under pressure while Dow futures moved higher before the United States open.
Cleveland-Cliffs Research Note: Operating Improvement Meets a Balance-Sheet Test
Cleveland-Cliffs shows stronger operating momentum, while leverage, contract timing and the October update keep the durability question open.
WRB: Underwriting strength meets an event test
W. R. Berkley enters its October 19 event with underwriting momentum, investment income and valuation discipline in focus.
CLF: A stronger operating arc meets a demanding balance sheet
CLF Premium research: A stronger operating arc meets a demanding balance sheet.
CAMS Closing Market Recap: October 12, 2026
Oil held above $106 a barrel while semiconductor weakness pulled the Nasdaq lower and the Dow finished higher.
Desk Note: Oil Deepens the Semiconductor Split (Oct 12)
Brent moved above $106 as energy rose and semiconductors fell to a three-week low, turning the morning oil-risk setup into a realized sector split.
CAMS Midday Market Check: October 12, 2026
Oil held above $106 while technology and semiconductors lagged, splitting the major averages late Monday afternoon.
Market Structure: Oil and Split Futures Test Friday’s Broad Breadth (October 12, 2026)
Oil above $92, split futures and a firm dollar test Friday’s broad advance as inflation data and major bank results put breadth back in focus.
CAMS Morning Market Brief: October 12, 2026
Crude oil rose while stock-index futures split before Monday’s opening bell, keeping inflation risk in focus ahead of this week’s data.