10 Oct 2024

MO Briefing

10 Oct 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Fragmented Contraction

1 session

Contractionary 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 — 550 instruments

25%
40%
11%
17%
Long Buildup 140Short Buildup 222Long Unwind 59Short Cover 92Neutral 37

Structural lean: -0.089(232 expansionary, 281 contractionary)

Basis Stress

Flip stress

0.47x

below baseline

Divergence

1.02x

elevated

Basis flip stress below baseline (0.47x). Instrument divergence elevated (1.02x baseline)

Range Compression

Futures

0.78x

below baseline · 1 contracts

Equities

0.77x

below baseline · 1895 contracts

Compressed ranges (0.78x baseline)

Recent Path

Early Expansion01
Early Contraction03
Coordinated Contraction04
Coordinated Contraction07
Early Expansion08
Coordinated Expansion09
Fragmented Contraction10

Structural Activity

Elevated
posture changed|flip stress normal|divergence elevated

Transitioned from Coordinated Expansion

Next MO Briefing: Monday 08:30 IST

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