09 Aug 2024

MO Briefing

09 Aug 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 — 556 instruments

44%
19%
25%
Long Buildup 246Short Buildup 107Long Unwind 29Short Cover 139Neutral 35

Structural lean: +0.448(385 expansionary, 136 contractionary)

Basis Stress

Flip stress

0.69x

below baseline

Divergence

1.09x

elevated

Basis flip stress below baseline (0.69x). Instrument divergence elevated (1.09x baseline)

Range Compression

Futures

0.90x

below baseline · 1 contracts

Equities

0.80x

below baseline · 1913 contracts

Compressed ranges (0.90x baseline)

Recent Path

Early Contraction01
Fragmented Contraction02
Coordinated Contraction05
Coordinated Contraction06
Early Expansion07
Fragmented Contraction08
Fragmented Expansion09

Structural Activity

Elevated
posture changed|flip stress normal|divergence elevated

Transitioned from Fragmented Contraction

Next MO Briefing: Monday 08:30 IST

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