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 DEFENCE
corr +0.24 over 250 sessions
NASDAQ → lifts NIFTY FIN SERVICES
corr +0.24 over 250 sessions
SP500 → lifts NIFTY FIN SERVICES
corr +0.24 over 250 sessions
SP500 → lifts NIFTY DEFENCE
corr +0.23 over 250 sessions
GOLD → lifts NIFTY METAL
corr +0.18 over 250 sessions
COPPER → lifts NIFTY DEFENCE
corr +0.18 over 250 sessions
GOLD → lifts NIFTY COMMODITIES
corr +0.17 over 250 sessions
HANG SENG → lifts NIFTY DEFENCE
corr +0.17 over 250 sessions
Sector โŸ Global cueNASDAQSP500HANG SENGNIKKEICRUDE OILGOLDCOPPERUSDINRDOLLAR INDEXUS 10Y YIELD
BANK NIFTYFADING+0.07+0.08-0.01-0.01-0.05-0.01+0.01+0.04-0.01-0.14
NIFTY AUTOALIVE+0.10+0.10+0.01+0.03-0.09+0.10+0.06-0.07-0.10-0.08
NIFTY COMMODITIESALIVE+0.14+0.10+0.16+0.16+0.01+0.17+0.17-0.02-0.03+0.07
NIFTY CONSUMPTIONALIVE+0.06+0.05+0.04+0.06-0.04+0.08+0.09-0.09-0.04-0.03
NIFTY DEFENCEALIVE+0.24+0.23+0.17+0.15+0.02+0.14+0.18+0.00-0.11-0.00
NIFTY ENERGYFADING+0.07+0.02+0.10+0.15+0.08+0.03+0.06+0.06+0.07+0.13
NIFTY FIN SERVICESALIVE+0.24+0.24+0.05+0.05-0.06+0.13+0.06+0.01-0.10-0.05
NIFTY FMCGFADING-0.05-0.07+0.14+0.08+0.11-0.02+0.04-0.02+0.12+0.08
NIFTY INFRAALIVE+0.11+0.05-0.01+0.11-0.02-0.00+0.04+0.03+0.05+0.09
NIFTY ITFADING-0.02+0.00-0.03-0.04+0.01-0.07-0.08-0.04-0.02+0.11
NIFTY MEDIAALIVE+0.11+0.10+0.06+0.01-0.08+0.06+0.05-0.02-0.14-0.07
NIFTY METALALIVE+0.12+0.12+0.10+0.07-0.05+0.18+0.14-0.08-0.09-0.03
NIFTY PHARMAALIVE-0.07-0.08-0.03-0.04+0.07-0.10+0.01+0.06+0.08+0.06
NIFTY PSEFADING+0.04+0.01+0.13+0.17+0.03+0.08+0.09+0.02-0.01+0.12
NIFTY PSU BANKALIVE+0.08+0.08-0.06-0.02-0.02+0.10+0.06+0.05-0.06-0.09
NIFTY PVT BANKALIVE+0.03+0.02-0.01+0.04+0.02-0.11-0.03+0.10+0.08-0.04
NIFTY REALTYALIVE+0.17+0.15+0.09+0.04-0.09+0.03+0.06+0.01-0.08-0.04
NIFTY SERVICE SECTORALIVE+0.12+0.09-0.05+0.09+0.01-0.06+0.02+0.08+0.07-0.02

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 2026-08-27.