25 Feb 2026

MO Briefing

25 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 — 627 instruments

50%
29%
11%
Long Buildup 315Short Buildup 179Long Unwind 16Short Cover 68Neutral 49

Structural lean: +0.300(383 expansionary, 195 contractionary)

Basis Stress

Flip stress

0.25x

below baseline

Divergence

1.16x

elevated

Basis flip stress below baseline (0.25x). Instrument divergence elevated (1.16x baseline)

Range Compression

Futures

0.96x

below baseline · 627 contracts

Equities

0.76x

below baseline · 2420 contracts

Compressed ranges (0.96x baseline)

Recent Path

Expansion Under Stress17
Expansion Under Stress18
Contraction Under Stress19
Expansion Under Stress20
Expansion Under Stress23
Fragmented Expansion24
Fragmented Expansion25

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.