23 Aug 2024

MO Briefing

23 Aug 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Contraction Under Stress

1 session

Contracting with internal strain. Basis structure under stress.

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

14%
44%
30%
Long Buildup 77Short Buildup 245Long Unwind 166Short Cover 54Neutral 14

Structural lean: -0.504(131 expansionary, 411 contractionary)

Basis Stress

Flip stress

2.40x

elevated

Divergence

0.66x

below baseline

Basis flip stress elevated (2.40x baseline). Instrument divergence below baseline (0.66x)

Range Compression

Futures

0.65x

below baseline · 1 contracts

Equities

0.76x

below baseline · 1877 contracts

Deeply compressed ranges (0.65x baseline)

Recent Path

Fragmented Contraction14
Expansion Under Stress16
Coordinated Expansion19
Expansion Under Stress20
Expansion Under Stress21
Expansion Under Stress22
Contraction Under Stress23

Structural Activity

Elevated
posture changed|flip stress elevated|divergence normal

Transitioned from Expansion Under Stress

Next MO Briefing: Monday 08:30 IST

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