12 Feb 2026

MO Briefing

12 Feb 2026 · NSE Derivatives Structure

coherentstressedexpansioncontraction

Posture

Fragmented Contraction

1 session

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 — 633 instruments

24%
46%
15%
12%
Long Buildup 153Short Buildup 290Long Unwind 92Short Cover 75Neutral 23

Structural lean: -0.243(228 expansionary, 382 contractionary)

Basis Stress

Flip stress

0.68x

below baseline

Divergence

1.27x

elevated

Basis flip stress below baseline (0.68x). Instrument divergence elevated (1.27x baseline)

Range Compression

Futures

0.79x

below baseline · 422 contracts

Equities

0.78x

below baseline · 2411 contracts

Compressed ranges (0.79x baseline)

Recent Path

Fragmented Expansion04
Fragmented Contraction05
Contraction Under Stress06
Expansion Under Stress09
Fragmented Expansion10
Fragmented Expansion11
Fragmented Contraction12

Structural Activity

Elevated
posture changed|flip stress normal|divergence elevated

Transitioned from Fragmented Expansion

Next MO Briefing: Monday 08:30 IST

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