23 Sep 2024

MO Briefing

23 Sep 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Expansion Under Stress

2 sessions

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

47%
11%
33%
Long Buildup 260Short Buildup 62Long Unwind 37Short Cover 182Neutral 13

Structural lean: +0.619(442 expansionary, 99 contractionary)

Basis Stress

Flip stress

2.19x

elevated

Divergence

0.36x

below baseline

Basis flip stress elevated (2.19x baseline). Instrument divergence below baseline (0.36x)

Range Compression

Futures

1.26x

elevated · 2 contracts

Equities

0.87x

below baseline · 1841 contracts

Slightly expanded ranges (1.26x baseline)

Recent Path

Fragmented Expansion13
Early Contraction16
Contraction Under Stress17
Contraction Under Stress18
Contraction Under Stress19
Expansion Under Stress20
Expansion Under Stress23

Structural Activity

Active
posture held|flip stress elevated|divergence normal

Next MO Briefing: Monday 08:30 IST

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