24 Dec 2024

MO Briefing

24 Dec 2024 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Contraction Under Stress

1 session

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 — 683 instruments

30%
32%
18%
18%
Long Buildup 203Short Buildup 221Long Unwind 123Short Cover 123Neutral 13

Structural lean: -0.026(326 expansionary, 344 contractionary)

Basis Stress

Flip stress

2.11x

elevated

Divergence

1.39x

elevated

Basis flip stress elevated (2.11x baseline). Instrument divergence elevated (1.39x baseline)

Range Compression

Futures

0.72x

below baseline · 8 contracts

Equities

0.78x

below baseline · 1973 contracts

Compressed ranges (0.72x baseline)

Recent Path

Fragmented Expansion16
Early Contraction17
Contraction Under Stress18
Contraction Under Stress19
Contraction Under Stress20
Expansion Under Stress23
Contraction Under Stress24

Structural Activity

Elevated
posture changed|flip stress elevated|divergence elevated

Transitioned from Expansion Under Stress

Next MO Briefing: Monday 08:30 IST

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