05 Dec 2024

MO Briefing

05 Dec 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 — 684 instruments

42%
25%
19%
Long Buildup 284Short Buildup 174Long Unwind 43Short Cover 133Neutral 50

Structural lean: +0.292(417 expansionary, 217 contractionary)

Basis Stress

Flip stress

0.53x

below baseline

Divergence

1.35x

elevated

Basis flip stress below baseline (0.53x). Instrument divergence elevated (1.35x baseline)

Range Compression

Futures

1.16x

elevated · 11 contracts

Equities

0.79x

below baseline · 1961 contracts

Slightly expanded ranges (1.16x baseline)

Recent Path

Expansion Under Stress27
Fragmented Contraction28
Fragmented Expansion29
Coordinated Expansion02
Fragmented Expansion03
Coordinated Expansion04
Fragmented Expansion05

Structural Activity

Elevated
posture changed|flip stress normal|divergence elevated

Transitioned from Coordinated Expansion

Next MO Briefing: Monday 08:30 IST

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