17 Dec 2024

MO Briefing

17 Dec 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Early Contraction

1 session

First session of contractionary alignment. Persistence not yet confirmed.

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

60%
22%
Long Buildup 65Short Buildup 408Long Unwind 148Short Cover 36Neutral 27

Structural lean: -0.665(101 expansionary, 556 contractionary)

Basis Stress

Flip stress

0.49x

below baseline

Divergence

0.40x

below baseline

Basis flip stress below baseline (0.49x). Instrument divergence below baseline (0.40x)

Range Compression

Futures

1.45x

elevated · 8 contracts

Equities

0.91x

below baseline · 1964 contracts

Expanded ranges (1.45x baseline)

Recent Path

Fragmented Contraction09
Fragmented Expansion10
Fragmented Expansion11
Early Contraction12
Early Expansion13
Fragmented Expansion16
Early Contraction17

Structural Activity

Active
posture changed|flip stress normal|divergence normal

Transitioned from Fragmented Expansion

Next MO Briefing: Monday 08:30 IST

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