28 Mar 2025

MO Briefing

28 Mar 2025 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Fragmented Contraction

1 session

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 — 659 instruments

18%
61%
11%
Long Buildup 121Short Buildup 403Long Unwind 73Short Cover 23Neutral 39

Structural lean: -0.504(144 expansionary, 476 contractionary)

Basis Stress

Flip stress

0.39x

below baseline

Divergence

2.34x

elevated

Basis flip stress below baseline (0.39x). Instrument divergence elevated (2.34x baseline)

Range Compression

Futures

1.26x

elevated · 3 contracts

Equities

1.00x

below baseline · 2108 contracts

Slightly expanded ranges (1.26x baseline)

Recent Path

Expansion Under Stress20
Expansion Under Stress21
Expansion Under Stress24
Contraction Under Stress25
Contraction Under Stress26
Fragmented Expansion27
Fragmented Contraction28

Structural Activity

Elevated
posture changed|flip stress normal|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.