26 Dec 2025

MO Briefing

26 Dec 2025 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Contraction Under Stress

2 sessions

Contracting with internal strain. Basis structure under stress.

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

20%
44%
24%
11%
Long Buildup 126Short Buildup 280Long Unwind 149Short Cover 68Neutral 7

Structural lean: -0.373(194 expansionary, 429 contractionary)

Basis Stress

Flip stress

3.31x

elevated

Divergence

1.18x

elevated

Basis flip stress elevated (3.31x baseline). Instrument divergence elevated (1.18x baseline)

Range Compression

Futures

1.18x

elevated · 3 contracts

Equities

0.81x

below baseline · 2373 contracts

Slightly expanded ranges (1.18x baseline)

Recent Path

Coordinated Contraction17
Coordinated Contraction18
Early Expansion19
Expansion Under Stress22
Expansion Under Stress23
Contraction Under Stress24
Contraction Under Stress26

Structural Activity

Active
posture held|flip stress elevated|divergence elevated

Next MO Briefing: Monday 08:30 IST

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