03 Feb 2026

MO Briefing

03 Feb 2026 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Expansion Under Stress

2 sessions

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

58%
34%
Long Buildup 368Short Buildup 27Long Unwind 4Short Cover 218Neutral 16

Structural lean: +0.877(586 expansionary, 31 contractionary)

Basis Stress

Flip stress

1.16x

elevated

Divergence

0.41x

below baseline

Basis flip stress elevated (1.16x baseline). Instrument divergence below baseline (0.41x)

Range Compression

Futures

1.44x

elevated · 422 contracts

Equities

1.21x

elevated · 2411 contracts

Expanded ranges (1.44x baseline)

Recent Path

Contraction Under Stress23
Expansion Under Stress27
Coordinated Expansion28
Fragmented Contraction29
Contraction Under Stress30
Expansion Under Stress02
Expansion Under Stress03

Structural Activity

Active
posture held|flip stress elevated|divergence normal

Next MO Briefing: Monday 08:30 IST

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