17 Sep 2024

MO Briefing

17 Sep 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 — 554 instruments

24%
43%
16%
14%
Long Buildup 132Short Buildup 237Long Unwind 87Short Cover 78Neutral 20

Structural lean: -0.206(210 expansionary, 324 contractionary)

Basis Stress

Flip stress

1.28x

elevated

Divergence

1.08x

elevated

Basis flip stress elevated (1.28x baseline). Instrument divergence elevated (1.08x baseline)

Range Compression

Futures

0.41x

below baseline · 2 contracts

Equities

0.86x

below baseline · 1838 contracts

Deeply compressed ranges (0.41x baseline)

Recent Path

Fragmented Expansion09
Fragmented Expansion10
Early Contraction11
Early Expansion12
Fragmented Expansion13
Early Contraction16
Contraction Under Stress17

Structural Activity

Elevated
posture changed|flip stress elevated|divergence elevated

Transitioned from Early Contraction

Next MO Briefing: Monday 08:30 IST

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