29 Jul 2024

MO Briefing

29 Jul 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Fragmented Expansion

1 session

Expansionary lean but instruments disagreeing. Surface alignment masks internal divergence.

How to read this

The compass maps the structural posture of the derivatives market. The horizontal axis shows expansion vs contraction. The vertical axis shows coherence vs stress.

The dot marks today's position. The trail shows the past 7 sessions. The posture label describes what the structure is — not where it's going.

Depth panels below show the underlying measurements: positioning breadth, basis stress, range compression, and structural activity.

Depth

Positioning — 555 instruments

49%
29%
12%
Long Buildup 273Short Buildup 163Long Unwind 26Short Cover 69Neutral 24

Structural lean: +0.276(342 expansionary, 189 contractionary)

Basis Stress

Flip stress

0.73x

below baseline

Divergence

1.11x

elevated

Basis flip stress below baseline (0.73x). Instrument divergence elevated (1.11x baseline)

Range Compression

Futures

3.00x

elevated · 1 contracts

Equities

0.86x

below baseline · 1917 contracts

Expanded ranges (3.00x baseline)

Recent Path

Contraction Under Stress19
Expansion Under Stress22
Contraction Under Stress23
Expansion Under Stress24
Fragmented Contraction25
Early Expansion26
Fragmented Expansion29

Structural Activity

Elevated
posture changed|flip stress normal|divergence elevated

Transitioned from Early Expansion

Next MO Briefing: Monday 08:30 IST

MarketObservatory describes the structural condition of the market. It does not predict price direction.