hard · Order Flow Analysis

In the 10-Year Treasury Note (ZN) futures, you observe a stacked selling imbalance across three levels with an average of 600 contracts per level. In the E-mini S&P 500 (ES), you see a similar three-level stacked selling imbalance with 600 contracts per level.

How should your position sizing change?

  1. Avoid both trades as 600 contracts is insufficient to identify institutional activity in any major futures market.
  2. Prioritize the ES trade as $600 per level is a significant institutional signature for that market.
  3. Increase size in ZN because the higher liquidity makes the signal more reliable.
  4. Trade both with standard 1% risk as the contract volumes are identical.

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