The U.S. Treasury will maintain current auction sizes for bonds and notes for several quarters, aligning with market expectations. However, Treasury Borrowing Advisory Committee minutes revealed dealer estimates of a significant $1.1 trillion shortfall for 2027-2028, sparking market attention. Investors anticipate auction size increases might occur sooner than previously thought, potentially late 2026 or early next year.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets