01 Aug 2024

MO Briefing

01 Aug 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Early Contraction

1 session

First session of contractionary alignment. Persistence not yet confirmed.

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 — 556 instruments

19%
56%
14%
Long Buildup 104Short Buildup 313Long Unwind 80Short Cover 41Neutral 18

Structural lean: -0.446(145 expansionary, 393 contractionary)

Basis Stress

Flip stress

0.71x

below baseline

Divergence

0.90x

below baseline

Basis flip stress below baseline (0.71x). Instrument divergence below baseline (0.90x)

Range Compression

Futures

3.04x

elevated · 1 contracts

Equities

0.91x

below baseline · 1913 contracts

Expanded ranges (3.04x baseline)

Recent Path

Expansion Under Stress24
Fragmented Contraction25
Early Expansion26
Fragmented Expansion29
Coordinated Expansion30
Coordinated Expansion31
Early Contraction01

Structural Activity

Active
posture changed|flip stress normal|divergence normal

Transitioned from Coordinated Expansion

Next MO Briefing: Monday 08:30 IST

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