28 Nov 2024

MO Briefing

28 Nov 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Fragmented Contraction

1 session

Contractionary lean but instruments disagreeing. Surface alignment masks internal divergence.

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 — 370 instruments

32%
66%
Long Buildup 117Short Buildup 244Long Unwind 4Short Cover 2Neutral 3

Structural lean: -0.349(119 expansionary, 248 contractionary)

Basis Stress

Flip stress

0.31x

below baseline

Divergence

1.17x

elevated

Basis flip stress below baseline (0.31x). Instrument divergence elevated (1.17x baseline)

Range Compression

Futures

1.19x

elevated · 9 contracts

Equities

0.84x

below baseline · 1955 contracts

Slightly expanded ranges (1.19x baseline)

Recent Path

Expansion Under Stress19
Contraction Under Stress21
Expansion Under Stress22
Expansion Under Stress25
Expansion Under Stress26
Expansion Under Stress27
Fragmented Contraction28

Structural Activity

Elevated
posture changed|flip stress normal|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.