17 Oct 2024

MO Briefing

17 Oct 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Coordinated Contraction

1 session

Instruments aligned in contraction. Structure is coherent.

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

61%
25%
Long Buildup 26Short Buildup 337Long Unwind 140Short Cover 16Neutral 31

Structural lean: -0.791(42 expansionary, 477 contractionary)

Basis Stress

Flip stress

0.63x

below baseline

Divergence

0.31x

below baseline

Basis flip stress below baseline (0.63x). Instrument divergence below baseline (0.31x)

Range Compression

Futures

1.52x

elevated · 1 contracts

Equities

0.91x

below baseline · 1901 contracts

Expanded ranges (1.52x baseline)

Recent Path

Coordinated Expansion09
Fragmented Contraction10
Fragmented Expansion11
Fragmented Expansion14
Fragmented Expansion15
Fragmented Contraction16
Coordinated Contraction17

Structural Activity

Active
posture changed|flip stress normal|divergence normal

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.