30 Oct 2024

MO Briefing

30 Oct 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Contraction Under Stress

1 session

Contracting with internal strain. Basis structure under stress.

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 — 549 instruments

27%
35%
19%
17%
Long Buildup 150Short Buildup 192Long Unwind 103Short Cover 93Neutral 11

Structural lean: -0.095(243 expansionary, 295 contractionary)

Basis Stress

Flip stress

2.27x

elevated

Divergence

1.32x

elevated

Basis flip stress elevated (2.27x baseline). Instrument divergence elevated (1.32x baseline)

Range Compression

Futures

0.64x

below baseline · 4 contracts

Equities

0.86x

below baseline · 1911 contracts

Deeply compressed ranges (0.64x baseline)

Recent Path

Contraction Under Stress22
Contraction Under Stress23
Contraction Under Stress24
Contraction Under Stress25
Expansion Under Stress28
Expansion Under Stress29
Contraction Under Stress30

Structural Activity

Elevated
posture changed|flip stress elevated|divergence elevated

Transitioned from Expansion Under Stress

Next MO Briefing: Monday 08:30 IST

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