02 Feb 2026

MO Briefing

02 Feb 2026 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Expansion Under Stress

1 session

Expanding 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 — 633 instruments

51%
18%
21%
Long Buildup 320Short Buildup 111Long Unwind 34Short Cover 136Neutral 32

Structural lean: +0.491(456 expansionary, 145 contractionary)

Basis Stress

Flip stress

1.19x

elevated

Divergence

1.95x

elevated

Basis flip stress elevated (1.19x baseline). Instrument divergence elevated (1.95x baseline)

Range Compression

Futures

1.50x

elevated · 422 contracts

Equities

1.12x

elevated · 2410 contracts

Expanded ranges (1.50x baseline)

Recent Path

Expansion Under Stress22
Contraction Under Stress23
Expansion Under Stress27
Coordinated Expansion28
Fragmented Contraction29
Contraction Under Stress30
Expansion Under Stress02

Structural Activity

Elevated
posture changed|flip stress elevated|divergence elevated

Transitioned from Contraction Under Stress

Next MO Briefing: Monday 08:30 IST

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