26 Dec 2024

MO Briefing

26 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 — 460 instruments

53%
43%
Long Buildup 246Short Buildup 199Long Unwind 3Short Cover 5Neutral 7

Structural lean: +0.107(251 expansionary, 202 contractionary)

Basis Stress

Flip stress

1.11x

elevated

Divergence

1.62x

elevated

Basis flip stress elevated (1.11x baseline). Instrument divergence elevated (1.62x baseline)

Range Compression

Futures

1.22x

elevated · 9 contracts

Equities

0.82x

below baseline · 1971 contracts

Slightly expanded ranges (1.22x baseline)

Recent Path

Early Contraction17
Contraction Under Stress18
Contraction Under Stress19
Contraction Under Stress20
Expansion Under Stress23
Contraction Under Stress24
Expansion Under Stress26

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.