28 Aug 2024

MO Briefing

28 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 — 555 instruments

26%
37%
19%
16%
Long Buildup 146Short Buildup 204Long Unwind 106Short Cover 91Neutral 8

Structural lean: -0.132(237 expansionary, 310 contractionary)

Basis Stress

Flip stress

1.42x

elevated

Divergence

1.17x

elevated

Basis flip stress elevated (1.42x baseline). Instrument divergence elevated (1.17x baseline)

Range Compression

Futures

0.94x

below baseline · 1 contracts

Equities

0.82x

below baseline · 1878 contracts

Compressed ranges (0.94x baseline)

Recent Path

Expansion Under Stress20
Expansion Under Stress21
Expansion Under Stress22
Contraction Under Stress23
Expansion Under Stress26
Expansion Under Stress27
Contraction Under Stress28

Structural Activity

Elevated
posture changed|flip stress elevated|divergence elevated

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.