18 Jul 2025

MO Briefing

18 Jul 2025 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Coordinated Contraction

2 sessions

Instruments aligned in contraction. 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

13%
53%
23%
Long Buildup 88Short Buildup 348Long Unwind 152Short Cover 52Neutral 19

Structural lean: -0.546(140 expansionary, 500 contractionary)

Basis Stress

Flip stress

0.99x

below baseline

Divergence

0.61x

below baseline

Basis flip stress below baseline (0.99x). Instrument divergence below baseline (0.61x)

Range Compression

Futures

1.30x

elevated · 5 contracts

Equities

0.90x

below baseline · 2044 contracts

Slightly expanded ranges (1.30x baseline)

Recent Path

Fragmented Contraction10
Coordinated Contraction11
Early Expansion14
Coordinated Expansion15
Fragmented Contraction16
Coordinated Contraction17
Coordinated Contraction18

Structural Activity

Quiet
posture held|flip stress normal|divergence normal

Next MO Briefing: Monday 08:30 IST

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