15 Jul 2025

MO Briefing

15 Jul 2025 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Coordinated Expansion

1 session

Instruments aligned in expansion. Structure is coherent.

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

51%
17%
24%
Long Buildup 336Short Buildup 112Long Unwind 29Short Cover 161Neutral 21

Structural lean: +0.540(497 expansionary, 141 contractionary)

Basis Stress

Flip stress

0.52x

below baseline

Divergence

0.69x

below baseline

Basis flip stress below baseline (0.52x). Instrument divergence below baseline (0.69x)

Range Compression

Futures

0.84x

below baseline · 5 contracts

Equities

0.81x

below baseline · 2046 contracts

Compressed ranges (0.84x baseline)

Recent Path

Early Contraction07
Early Expansion08
Early Contraction09
Fragmented Contraction10
Coordinated Contraction11
Early Expansion14
Coordinated Expansion15

Structural Activity

Active
posture changed|flip stress normal|divergence normal

Transitioned from Early Expansion

Next MO Briefing: Monday 08:30 IST

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