29 Nov 2024

MO Briefing

29 Nov 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Fragmented Expansion

1 session

Expansionary 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 — 683 instruments

52%
27%
11%
Long Buildup 353Short Buildup 186Long Unwind 11Short Cover 57Neutral 76

Structural lean: +0.312(410 expansionary, 197 contractionary)

Basis Stress

Flip stress

0.10x

below baseline

Divergence

1.27x

elevated

Basis flip stress below baseline (0.10x). Instrument divergence elevated (1.27x baseline)

Range Compression

Futures

0.77x

below baseline · 10 contracts

Equities

0.74x

below baseline · 1953 contracts

Compressed ranges (0.77x baseline)

Recent Path

Contraction Under Stress21
Expansion Under Stress22
Expansion Under Stress25
Expansion Under Stress26
Expansion Under Stress27
Fragmented Contraction28
Fragmented Expansion29

Structural Activity

Elevated
posture changed|flip stress normal|divergence elevated

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.