07 Feb 2025

MO Briefing

07 Feb 2025 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Fragmented Contraction

2 sessions

Contractionary lean but instruments disagreeing. Surface alignment masks internal divergence.

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

27%
38%
11%
18%
Long Buildup 179Short Buildup 252Long Unwind 72Short Cover 119Neutral 40

Structural lean: -0.039(298 expansionary, 324 contractionary)

Basis Stress

Flip stress

0.63x

below baseline

Divergence

1.80x

elevated

Basis flip stress below baseline (0.63x). Instrument divergence elevated (1.80x baseline)

Range Compression

Futures

0.42x

below baseline · 1 contracts

Equities

0.77x

below baseline · 2021 contracts

Deeply compressed ranges (0.42x baseline)

Recent Path

Fragmented Expansion31
Contraction Under Stress01
Coordinated Contraction03
Early Expansion04
Fragmented Expansion05
Fragmented Contraction06
Fragmented Contraction07

Structural Activity

Active
posture held|flip stress normal|divergence elevated

Next MO Briefing: Monday 08:30 IST

MarketObservatory describes the structural condition of the market. It does not predict price direction.