03 Feb 2025

MO Briefing

03 Feb 2025 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Coordinated Contraction

1 session

Instruments aligned in contraction. Structure is coherent.

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 — 662 instruments

20%
56%
Long Buildup 133Short Buildup 374Long Unwind 66Short Cover 53Neutral 36

Structural lean: -0.384(186 expansionary, 440 contractionary)

Basis Stress

Flip stress

0.93x

below baseline

Divergence

0.93x

below baseline

Basis flip stress below baseline (0.93x). Instrument divergence below baseline (0.93x)

Range Compression

Futures

0.59x

below baseline · 1 contracts

Equities

0.93x

below baseline · 2011 contracts

Deeply compressed ranges (0.59x baseline)

Recent Path

Contraction Under Stress27
Contraction Under Stress28
Expansion Under Stress29
Fragmented Expansion30
Fragmented Expansion31
Contraction Under Stress01
Coordinated Contraction03

Structural Activity

Active
posture changed|flip stress normal|divergence normal

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.