20 Sep 2024

MO Briefing

20 Sep 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Expansion Under Stress

1 session

Expanding 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

40%
17%
10%
29%
Long Buildup 221Short Buildup 96Long Unwind 58Short Cover 162Neutral 17

Structural lean: +0.413(383 expansionary, 154 contractionary)

Basis Stress

Flip stress

2.02x

elevated

Divergence

0.73x

below baseline

Basis flip stress elevated (2.02x baseline). Instrument divergence below baseline (0.73x)

Range Compression

Futures

1.03x

elevated · 2 contracts

Equities

0.92x

below baseline · 1831 contracts

Slightly expanded ranges (1.03x baseline)

Recent Path

Early Expansion12
Fragmented Expansion13
Early Contraction16
Contraction Under Stress17
Contraction Under Stress18
Contraction Under Stress19
Expansion Under Stress20

Structural Activity

Elevated
posture changed|flip stress elevated|divergence normal

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.