21 Mar 2025

MO Briefing

21 Mar 2025 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Expansion Under Stress

2 sessions

Expanding 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 — 658 instruments

49%
12%
30%
Long Buildup 322Short Buildup 80Long Unwind 46Short Cover 195Neutral 15

Structural lean: +0.594(517 expansionary, 126 contractionary)

Basis Stress

Flip stress

1.56x

elevated

Divergence

0.38x

below baseline

Basis flip stress elevated (1.56x baseline). Instrument divergence below baseline (0.38x)

Range Compression

Futures

0.92x

below baseline · 2 contracts

Equities

0.85x

below baseline · 2045 contracts

Compressed ranges (0.92x baseline)

Recent Path

Early Contraction12
Contraction Under Stress13
Expansion Under Stress17
Coordinated Expansion18
Coordinated Expansion19
Expansion Under Stress20
Expansion Under Stress21

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.