13 Sep 2024

MO Briefing

13 Sep 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 — 554 instruments

41%
31%
16%
Long Buildup 229Short Buildup 173Long Unwind 44Short Cover 89Neutral 19

Structural lean: +0.182(318 expansionary, 217 contractionary)

Basis Stress

Flip stress

0.67x

below baseline

Divergence

1.01x

elevated

Basis flip stress below baseline (0.67x). Instrument divergence elevated (1.01x baseline)

Range Compression

Futures

1.44x

elevated · 2 contracts

Equities

0.83x

below baseline · 1836 contracts

Expanded ranges (1.44x baseline)

Recent Path

Fragmented Expansion05
Early Contraction06
Fragmented Expansion09
Fragmented Expansion10
Early Contraction11
Early Expansion12
Fragmented Expansion13

Structural Activity

Elevated
posture changed|flip stress normal|divergence elevated

Transitioned from Early Expansion

Next MO Briefing: Monday 08:30 IST

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