23 Dec 2024

MO Briefing

23 Dec 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Expansion Under Stress

1 session

Expanding 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

36%
24%
14%
22%
Long Buildup 244Short Buildup 165Long Unwind 99Short Cover 151Neutral 25

Structural lean: +0.192(395 expansionary, 264 contractionary)

Basis Stress

Flip stress

2.33x

elevated

Divergence

1.25x

elevated

Basis flip stress elevated (2.33x baseline). Instrument divergence elevated (1.25x baseline)

Range Compression

Futures

0.93x

below baseline · 8 contracts

Equities

1.03x

elevated · 1975 contracts

Compressed ranges (0.93x baseline)

Recent Path

Early Expansion13
Fragmented Expansion16
Early Contraction17
Contraction Under Stress18
Contraction Under Stress19
Contraction Under Stress20
Expansion Under Stress23

Structural Activity

Elevated
posture changed|flip stress elevated|divergence elevated

Transitioned from Contraction Under Stress

Next MO Briefing: Monday 08:30 IST

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