11 Feb 2026

MO Briefing

11 Feb 2026 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Fragmented Expansion

2 sessions

Expansionary 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 — 633 instruments

37%
35%
19%
Long Buildup 233Short Buildup 219Long Unwind 42Short Cover 118Neutral 21

Structural lean: +0.142(351 expansionary, 261 contractionary)

Basis Stress

Flip stress

0.87x

below baseline

Divergence

1.68x

elevated

Basis flip stress below baseline (0.87x). Instrument divergence elevated (1.68x baseline)

Range Compression

Futures

0.74x

below baseline · 422 contracts

Equities

0.79x

below baseline · 2412 contracts

Compressed ranges (0.74x baseline)

Recent Path

Expansion Under Stress03
Fragmented Expansion04
Fragmented Contraction05
Contraction Under Stress06
Expansion Under Stress09
Fragmented Expansion10
Fragmented Expansion11

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.