26 Sep 2024

MO Briefing

26 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 — 373 instruments

68%
26%
Long Buildup 254Short Buildup 98Long Unwind 4Short Cover 13Neutral 4

Structural lean: +0.442(267 expansionary, 102 contractionary)

Basis Stress

Flip stress

0.58x

below baseline

Divergence

1.05x

elevated

Basis flip stress below baseline (0.58x). Instrument divergence elevated (1.05x baseline)

Range Compression

Futures

1.15x

elevated · 2 contracts

Equities

0.83x

below baseline · 1840 contracts

Slightly expanded ranges (1.15x baseline)

Recent Path

Contraction Under Stress18
Contraction Under Stress19
Expansion Under Stress20
Expansion Under Stress23
Expansion Under Stress24
Contraction Under Stress25
Fragmented Expansion26

Structural Activity

Elevated
posture changed|flip stress normal|divergence elevated

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.