18 Nov 2024

MO Briefing

18 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

25%
43%
13%
13%
Long Buildup 135Short Buildup 236Long Unwind 74Short Cover 74Neutral 30

Structural lean: -0.184(209 expansionary, 310 contractionary)

Basis Stress

Flip stress

1.34x

elevated

Divergence

0.76x

below baseline

Basis flip stress elevated (1.34x baseline). Instrument divergence below baseline (0.76x)

Range Compression

Futures

0.84x

below baseline · 6 contracts

Equities

0.92x

below baseline · 1956 contracts

Compressed ranges (0.84x baseline)

Recent Path

Early Contraction07
Coordinated Contraction08
Coordinated Contraction11
Coordinated Contraction12
Coordinated Contraction13
Fragmented Contraction14
Contraction Under Stress18

Structural Activity

Elevated
posture changed|flip stress elevated|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.