Mortgage Rates Rise Without a BoE Hike: Energy Shock Changes Everything
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Mortgage Rates Rise Without a BoE Hike: Energy Shock Changes Everything
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概要
The trigger was an energy shock from the Middle East. Iranian strikes damaged infrastructure handling around 17% of Qatar's LNG export capacity, sending UK wholesale gas prices up 15% in one day and pushing Brent crude to $115 a barrel. The Bank's disinflation assumption no longer holds. UK inflation is now forecast to climb above 3%, and markets are pricing at least two rate hikes this year — a complete reversal of the rate cycle narrative in under 24 hours.
For households, the consequences are layered. The Ofgem energy price cap currently sits at £1,641 per year. Based on current wholesale prices, the Q3 cap covering July to September is forecast to exceed £2,100 — a 28% jump from today, not from last year. That wholesale surge feeds into your direct debit with a delay. The summer is when it lands.
Anyone remortgaging in the next three to six months is most exposed. Those who locked in during the post-pandemic rate spike and were hoping for relief on their next deal face a materially worse market than last week. The FTSE fell 2.35% today; housebuilders dropped 8.4%. Pension and ISA holders will see it in their valuations.
What remains genuinely uncertain is duration. If the conflict resolves quickly, pressure could ease before the Bank acts. Wage growth slowed today — the opposite of a wage-price spiral — but whether that holds when energy bills jump again in July is unanswered. The government has not yet signalled fiscal support. When it does, the design will matter as much as the size.
This episode includes AI-generated content. A YesOui.ai Production.
This episode includes AI-generated content.
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