11 Nov 2024

MO Briefing

11 Nov 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Coordinated Contraction

2 sessions

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 — 549 instruments

19%
51%
14%
10%
Long Buildup 105Short Buildup 278Long Unwind 77Short Cover 55Neutral 34

Structural lean: -0.355(160 expansionary, 355 contractionary)

Basis Stress

Flip stress

0.47x

below baseline

Divergence

0.89x

below baseline

Basis flip stress below baseline (0.47x). Instrument divergence below baseline (0.89x)

Range Compression

Futures

1.06x

elevated · 6 contracts

Equities

0.87x

below baseline · 1924 contracts

Slightly expanded ranges (1.06x baseline)

Recent Path

Expansion Under Stress01
Contraction Under Stress04
Early Expansion05
Coordinated Expansion06
Early Contraction07
Coordinated Contraction08
Coordinated Contraction11

Structural Activity

Quiet
posture held|flip stress normal|divergence normal

Next MO Briefing: Monday 08:30 IST

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