๐Ÿ”Œ The Transmission Map

How global overnight markets actually move NIFTY sectors โ€” every cell is a measured 250-session correlation between the asset's move and the sector's next-session relative return. Green = moves together, red = moves opposite, blank = no real wire. Health badges flag relationships that are currently fading. Refreshed nightly. This feeds the Morning Compass; methodology on the track record.

NASDAQ → lifts NIFTY FIN SERVICES
corr +0.30 over 250 sessions
SP500 → lifts NIFTY FIN SERVICES
corr +0.29 over 250 sessions
NASDAQ → lifts NIFTY DEFENCE
corr +0.27 over 250 sessions
SP500 → lifts NIFTY DEFENCE
corr +0.25 over 250 sessions
COPPER → lifts NIFTY METAL
corr +0.25 over 250 sessions
NASDAQ → lifts NIFTY REALTY
corr +0.22 over 250 sessions
NASDAQ → lifts NIFTY METAL
corr +0.22 over 250 sessions
SP500 → lifts NIFTY REALTY
corr +0.21 over 250 sessions
Sector โŸ Global cueNASDAQSP500HANG SENGNIKKEICRUDE OILGOLDCOPPERUSDINRDOLLAR INDEXUS 10Y YIELD
BANK NIFTYFLIPPED+0.08+0.09+0.01+0.01-0.05-0.01-0.00+0.05+0.01-0.10
NIFTY AUTOALIVE+0.19+0.21+0.04-0.02-0.14+0.02+0.12-0.01-0.13-0.12
NIFTY COMMODITIESALIVE+0.16+0.13+0.18+0.18-0.04+0.20+0.20-0.07-0.05-0.01
NIFTY CONSUMPTIONALIVE+0.04+0.03+0.07+0.07+0.02-0.02+0.13-0.04+0.00-0.02
NIFTY DEFENCEALIVE+0.27+0.25+0.17+0.18-0.01+0.20+0.20+0.04-0.12+0.02
NIFTY ENERGYALIVE+0.10+0.03+0.17+0.17+0.05+0.13+0.12-0.03-0.03+0.14
NIFTY FIN SERVICESALIVE+0.30+0.29+0.16+0.12-0.05+0.17+0.13-0.00-0.10-0.07
NIFTY FMCGFADING-0.10-0.11+0.06+0.09+0.13-0.02+0.01-0.00+0.10+0.10
NIFTY INFRAWEAK+0.07+0.01+0.03+0.04-0.05-0.01+0.06-0.01-0.05+0.05
NIFTY ITALIVE-0.04-0.02-0.07-0.07+0.01-0.05-0.14-0.03-0.01+0.07
NIFTY MEDIAALIVE+0.14+0.12+0.04+0.02-0.07+0.09+0.06-0.01-0.18-0.09
NIFTY METALALIVE+0.22+0.20+0.20+0.08-0.06+0.20+0.25-0.05-0.18-0.03
NIFTY PHARMAALIVE-0.05-0.07+0.04+0.02+0.03-0.07+0.05+0.08+0.11+0.10
NIFTY PSEFADING+0.05+0.00+0.15+0.19+0.02+0.13+0.13-0.00-0.05+0.14
NIFTY PSU BANKALIVE+0.10+0.11-0.02-0.01-0.03+0.11+0.08+0.11-0.11-0.11
NIFTY PVT BANKALIVE+0.04+0.05+0.01+0.04-0.02-0.10-0.03+0.05+0.09-0.08
NIFTY REALTYALIVE+0.22+0.21+0.11+0.06-0.15+0.13+0.16+0.01-0.09-0.05
NIFTY SERVICE SECTORALIVE+0.11+0.12+0.01+0.08-0.09-0.01+0.04+0.00+0.06-0.11

Reading it: each row is a NIFTY sector, each column a global input (previous completed session). Correlations use sector returns relative to NIFTY, so a wire means the asset shifts the sector versus the market, not just with it. |corr| < 0.08 is shown faint โ€” folklore wires that don't measure up. Health badge = the sector's strongest wire compared over the last 60 sessions vs 250: ALIVE ยท FADING ยท FLIPPED. Data through 2026-10-27.