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U.S. Treasury to auction off $51 billion of two-year notes at the top of the hour

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The U.S. Treasury will auction off $51 billion 2-year notes at the top of the hour.

Note that the coupon auctions are judged by investor demand. Of late the auctions have been sloppy with larger tails (the difference between the WI or When Issued level right before the auction vs the actual high yield). A positive tail is indicative of a weak demand.

The bid to cover is another measure of demand (the number of bids vs the amount of notes auctioned).

Market traders will also be following the demand from foreign investors (indirect bidders). The US funds its deficit through purchases of US debt by foreign entities.

The six-month averages of the major components shows:

  • High Yield: % (previous 5.085%)
  • Tail: bps (previous 0bps, six-auction average -0.6bps)
  • Bid-to-Cover: x (previous 2.73x, six-auction average 3.31x)
  • Dealers: % (previous 14.0%, six-auction average 15.2%)
  • Directs: % (previous 21.0%, six-auction average 19.2%)
  • Indirects: % (previous 65.0%, six-auction average 65.6%)

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