04 Nov 2024

MO Briefing

04 Nov 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

13%
59%
15%
Long Buildup 73Short Buildup 325Long Unwind 80Short Cover 26Neutral 45

Structural lean: -0.557(99 expansionary, 405 contractionary)

Basis Stress

Flip stress

1.41x

elevated

Divergence

0.60x

below baseline

Basis flip stress elevated (1.41x baseline). Instrument divergence below baseline (0.60x)

Range Compression

Futures

1.15x

elevated · 6 contracts

Equities

0.99x

below baseline · 1917 contracts

Slightly expanded ranges (1.15x baseline)

Recent Path

Contraction Under Stress25
Expansion Under Stress28
Expansion Under Stress29
Contraction Under Stress30
Fragmented Contraction31
Expansion Under Stress01
Contraction Under Stress04

Structural Activity

Elevated
posture changed|flip stress elevated|divergence normal

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.