25 Sep 2024

MO Briefing

25 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 — 553 instruments

28%
35%
21%
14%
Long Buildup 157Short Buildup 194Long Unwind 118Short Cover 77Neutral 7

Structural lean: -0.141(234 expansionary, 312 contractionary)

Basis Stress

Flip stress

1.87x

elevated

Divergence

1.40x

elevated

Basis flip stress elevated (1.87x baseline). Instrument divergence elevated (1.40x baseline)

Range Compression

Futures

1.27x

elevated · 2 contracts

Equities

0.85x

below baseline · 1841 contracts

Slightly expanded ranges (1.27x baseline)

Recent Path

Contraction Under Stress17
Contraction Under Stress18
Contraction Under Stress19
Expansion Under Stress20
Expansion Under Stress23
Expansion Under Stress24
Contraction Under Stress25

Structural Activity

Elevated
posture changed|flip stress elevated|divergence elevated

Transitioned from Expansion Under Stress

Next MO Briefing: Monday 08:30 IST

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