08 Oct 2024

MO Briefing

08 Oct 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Early Expansion

1 session

First session of expansionary alignment. Persistence not yet confirmed.

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

46%
16%
27%
Long Buildup 256Short Buildup 86Long Unwind 30Short Cover 149Neutral 32

Structural lean: +0.523(405 expansionary, 116 contractionary)

Basis Stress

Flip stress

0.53x

below baseline

Divergence

0.89x

below baseline

Basis flip stress below baseline (0.53x). Instrument divergence below baseline (0.89x)

Range Compression

Futures

0.82x

below baseline · 4 contracts

Equities

1.20x

elevated · 1898 contracts

Compressed ranges (0.82x baseline)

Recent Path

Fragmented Expansion27
Fragmented Contraction30
Early Expansion01
Early Contraction03
Coordinated Contraction04
Coordinated Contraction07
Early Expansion08

Structural Activity

Active
posture changed|flip stress normal|divergence normal

Transitioned from Coordinated Contraction

Next MO Briefing: Monday 08:30 IST

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