20 Dec 2024

MO Briefing

20 Dec 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Contraction Under Stress

3 sessions

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 — 684 instruments

57%
37%
Long Buildup 13Short Buildup 392Long Unwind 252Short Cover 7Neutral 20

Structural lean: -0.912(20 expansionary, 644 contractionary)

Basis Stress

Flip stress

2.55x

elevated

Divergence

0.47x

below baseline

Basis flip stress elevated (2.55x baseline). Instrument divergence below baseline (0.47x)

Range Compression

Futures

1.87x

elevated · 8 contracts

Equities

1.33x

elevated · 1962 contracts

Expanded ranges (1.87x baseline)

Recent Path

Early Contraction12
Early Expansion13
Fragmented Expansion16
Early Contraction17
Contraction Under Stress18
Contraction Under Stress19
Contraction Under Stress20

Structural Activity

Active
posture held|flip stress elevated|divergence normal

Next MO Briefing: Monday 08:30 IST

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