12 Aug 2024

MO Briefing

12 Aug 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Fragmented Contraction

1 session

Contractionary 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

27%
39%
12%
18%
Long Buildup 149Short Buildup 219Long Unwind 68Short Cover 100Neutral 20

Structural lean: -0.068(249 expansionary, 287 contractionary)

Basis Stress

Flip stress

0.73x

below baseline

Divergence

1.13x

elevated

Basis flip stress below baseline (0.73x). Instrument divergence elevated (1.13x baseline)

Range Compression

Futures

0.49x

below baseline · 1 contracts

Equities

0.87x

below baseline · 1922 contracts

Deeply compressed ranges (0.49x baseline)

Recent Path

Fragmented Contraction02
Coordinated Contraction05
Coordinated Contraction06
Early Expansion07
Fragmented Contraction08
Fragmented Expansion09
Fragmented Contraction12

Structural Activity

Elevated
posture changed|flip stress normal|divergence elevated

Transitioned from Fragmented Expansion

Next MO Briefing: Monday 08:30 IST

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