23 Sep 2025

MO Briefing

23 Sep 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 — 640 instruments

24%
43%
20%
13%
Long Buildup 151Short Buildup 273Long Unwind 126Short Cover 81Neutral 9

Structural lean: -0.261(232 expansionary, 399 contractionary)

Basis Stress

Flip stress

0.43x

below baseline

Divergence

0.94x

below baseline

Basis flip stress below baseline (0.43x). Instrument divergence below baseline (0.94x)

Range Compression

Futures

0.87x

below baseline · 5 contracts

Equities

0.86x

below baseline · 2248 contracts

Compressed ranges (0.87x baseline)

Recent Path

Coordinated Expansion15
Fragmented Expansion16
Coordinated Expansion17
Fragmented Expansion18
Early Contraction19
Coordinated Contraction22
Coordinated Contraction23

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.