11 Oct 2024

MO Briefing

11 Oct 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 — 550 instruments

31%
32%
22%
Long Buildup 173Short Buildup 177Long Unwind 46Short Cover 119Neutral 35

Structural lean: +0.125(292 expansionary, 223 contractionary)

Basis Stress

Flip stress

0.43x

below baseline

Divergence

1.70x

elevated

Basis flip stress below baseline (0.43x). Instrument divergence elevated (1.70x baseline)

Range Compression

Futures

0.39x

below baseline · 1 contracts

Equities

0.72x

below baseline · 1893 contracts

Deeply compressed ranges (0.39x baseline)

Recent Path

Early Contraction03
Coordinated Contraction04
Coordinated Contraction07
Early Expansion08
Coordinated Expansion09
Fragmented Contraction10
Fragmented Expansion11

Structural Activity

Elevated
posture changed|flip stress normal|divergence elevated

Transitioned from Fragmented Contraction

Next MO Briefing: Monday 08:30 IST

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