12 Mar 2025

MO Briefing

12 Mar 2025 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Early Contraction

1 session

First session of contractionary alignment. Persistence not yet confirmed.

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 — 658 instruments

26%
47%
10%
12%
Long Buildup 169Short Buildup 312Long Unwind 67Short Cover 76Neutral 34

Structural lean: -0.204(245 expansionary, 379 contractionary)

Basis Stress

Flip stress

0.81x

below baseline

Divergence

0.94x

below baseline

Basis flip stress below baseline (0.81x). Instrument divergence below baseline (0.94x)

Range Compression

Futures

1.40x

elevated · 2 contracts

Equities

0.75x

below baseline · 2039 contracts

Expanded ranges (1.40x baseline)

Recent Path

Fragmented Contraction04
Early Expansion05
Fragmented Expansion06
Fragmented Contraction07
Coordinated Contraction10
Expansion Under Stress11
Early Contraction12

Structural Activity

Active
posture changed|flip stress normal|divergence normal

Transitioned from Expansion Under Stress

Next MO Briefing: Monday 08:30 IST

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