18 Feb 2025

MO Briefing

18 Feb 2025 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Contraction Under Stress

1 session

Contracting with internal strain. Basis structure under stress.

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

18%
45%
21%
11%
Long Buildup 122Short Buildup 297Long Unwind 136Short Cover 74Neutral 33

Structural lean: -0.358(196 expansionary, 433 contractionary)

Basis Stress

Flip stress

1.31x

elevated

Divergence

1.87x

elevated

Basis flip stress elevated (1.31x baseline). Instrument divergence elevated (1.87x baseline)

Range Compression

Futures

0.80x

below baseline · 1 contracts

Equities

0.90x

below baseline · 2034 contracts

Compressed ranges (0.80x baseline)

Recent Path

Coordinated Contraction10
Coordinated Contraction11
Fragmented Contraction12
Stressed Equilibrium13
Contraction Under Stress14
Fragmented Expansion17
Contraction Under Stress18

Structural Activity

Elevated
posture changed|flip stress elevated|divergence elevated

Transitioned from Fragmented Expansion

Next MO Briefing: Monday 08:30 IST

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