11 Sep 2024

MO Briefing

11 Sep 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Early Contraction

1 session

First session of contractionary alignment. Persistence not yet confirmed.

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 — 554 instruments

14%
49%
19%
11%
Long Buildup 79Short Buildup 274Long Unwind 107Short Cover 62Neutral 32

Structural lean: -0.433(141 expansionary, 381 contractionary)

Basis Stress

Flip stress

0.78x

below baseline

Divergence

0.98x

below baseline

Basis flip stress below baseline (0.78x). Instrument divergence below baseline (0.98x)

Range Compression

Futures

1.48x

elevated · 2 contracts

Equities

0.95x

below baseline · 1839 contracts

Expanded ranges (1.48x baseline)

Recent Path

Fragmented Expansion03
Early Contraction04
Fragmented Expansion05
Early Contraction06
Fragmented Expansion09
Fragmented Expansion10
Early Contraction11

Structural Activity

Active
posture changed|flip stress normal|divergence normal

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.