21 Nov 2024

MO Briefing

21 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

19%
45%
22%
10%
Long Buildup 105Short Buildup 249Long Unwind 123Short Cover 56Neutral 16

Structural lean: -0.384(161 expansionary, 372 contractionary)

Basis Stress

Flip stress

1.57x

elevated

Divergence

0.89x

below baseline

Basis flip stress elevated (1.57x baseline). Instrument divergence below baseline (0.89x)

Range Compression

Futures

1.79x

elevated · 6 contracts

Equities

0.83x

below baseline · 1955 contracts

Expanded ranges (1.79x baseline)

Recent Path

Coordinated Contraction11
Coordinated Contraction12
Coordinated Contraction13
Fragmented Contraction14
Contraction Under Stress18
Expansion Under Stress19
Contraction Under Stress21

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.