29 Aug 2024

MO Briefing

29 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 — 374 instruments

49%
46%
Long Buildup 183Short Buildup 172Long Unwind 6Short Cover 10Neutral 3

Structural lean: +0.040(193 expansionary, 178 contractionary)

Basis Stress

Flip stress

0.62x

below baseline

Divergence

2.40x

elevated

Basis flip stress below baseline (0.62x). Instrument divergence elevated (2.40x baseline)

Range Compression

Futures

1.40x

elevated · 1 contracts

Equities

0.86x

below baseline · 1875 contracts

Expanded ranges (1.40x baseline)

Recent Path

Expansion Under Stress21
Expansion Under Stress22
Contraction Under Stress23
Expansion Under Stress26
Expansion Under Stress27
Contraction Under Stress28
Fragmented Expansion29

Structural Activity

Elevated
posture changed|flip stress normal|divergence elevated

Transitioned from Contraction Under Stress

Next MO Briefing: Monday 08:30 IST

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