28 Nov 2025

MO Briefing

28 Nov 2025 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Fragmented Contraction

2 sessions

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 — 630 instruments

31%
47%
Long Buildup 193Short Buildup 293Long Unwind 63Short Cover 52Neutral 29

Structural lean: -0.176(245 expansionary, 356 contractionary)

Basis Stress

Flip stress

0.36x

below baseline

Divergence

1.12x

elevated

Basis flip stress below baseline (0.36x). Instrument divergence elevated (1.12x baseline)

Range Compression

Futures

2.69x

elevated · 3 contracts

Equities

0.73x

below baseline · 2318 contracts

Expanded ranges (2.69x baseline)

Recent Path

Expansion Under Stress20
Contraction Under Stress21
Contraction Under Stress24
Coordinated Contraction25
Early Expansion26
Fragmented Contraction27
Fragmented Contraction28

Structural Activity

Active
posture held|flip stress normal|divergence elevated

Next MO Briefing: Monday 08:30 IST

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