Market Information Monday 11 March 2026

The Panama Canal is experiencing a surge in demand as Middle East disruptions redirect global trade flows, with daily transits rising from 34 to around 38-41 and revenues expected to increase by 10 to 15 percent. The number of oil shipments has nearly doubled, with 12 to 14 daily transits compared to 7 before the conflict, reflecting a shift away from reliance on Middle Eastern routes. Higher auction prices, averaging $385,000 versus $135,000 previously, indicate sustained pressure on global logistics and a potential structural reconfiguration of trade routes.

Flows of liquefied natural gas to Pakistan have partially resumed through the Strait of Hormuz, easing pressure in a country where gas plays a key role in power generation. The passage required coordination with Iran. While the shipments provide short‑term relief, ongoing geopolitical tensions continue to pose significant risks to regional energy supply.

Investor appetite for private markets is weakening as concerns about valuations and credit risk spread beyond private credit into broader segments of alternative assets. Fundraising for US evergreen private equity and venture capital funds grew only 2 percent year on year and declined 2 percent quarter on quarter, while private credit inflows dropped sharply by 30 percent. Total fundraising is now projected at around $180 billion in 2026, down from $211 billion, highlighting a broader shift toward caution and tighter conditions across private capital markets.

The 6M Euribor decreased with 4 basis points to 2.52% compared to previous business day. The 10Y Swap decreased with 1 basis point to 3.03% compared to previous business day.

In the attachment, today’s market data on money and capital market rates as well as other rates are presented.