13 Oct 2025

MO Briefing

13 Oct 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 — 641 instruments

23%
53%
12%
Long Buildup 149Short Buildup 338Long Unwind 79Short Cover 51Neutral 24

Structural lean: -0.339(200 expansionary, 417 contractionary)

Basis Stress

Flip stress

0.73x

below baseline

Divergence

1.80x

elevated

Basis flip stress below baseline (0.73x). Instrument divergence elevated (1.80x baseline)

Range Compression

Futures

0.98x

below baseline · 6 contracts

Equities

0.82x

below baseline · 2292 contracts

Compressed ranges (0.98x baseline)

Recent Path

Expansion Under Stress03
Fragmented Expansion06
Fragmented Expansion07
Early Contraction08
Fragmented Expansion09
Coordinated Expansion10
Fragmented Contraction13

Structural Activity

Elevated
posture changed|flip stress normal|divergence elevated

Transitioned from Coordinated Expansion

Next MO Briefing: Monday 08:30 IST

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