25 Feb 2025

MO Briefing

25 Feb 2025 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Contraction Under Stress

3 sessions

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

17%
45%
25%
11%
Long Buildup 115Short Buildup 300Long Unwind 165Short Cover 74Neutral 8

Structural lean: -0.417(189 expansionary, 465 contractionary)

Basis Stress

Flip stress

1.42x

elevated

Divergence

0.89x

below baseline

Basis flip stress elevated (1.42x baseline). Instrument divergence below baseline (0.89x)

Range Compression

Futures

0.63x

below baseline · 1 contracts

Equities

0.67x

below baseline · 2028 contracts

Deeply compressed ranges (0.63x baseline)

Recent Path

Fragmented Expansion17
Contraction Under Stress18
Expansion Under Stress19
Expansion Under Stress20
Contraction Under Stress21
Contraction Under Stress24
Contraction Under Stress25

Structural Activity

Active
posture held|flip stress elevated|divergence normal

Next MO Briefing: Monday 08:30 IST

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