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Moneyfacts Says BoE ‘Trumpflation’ Scenario Would Add About £3,000 a Year to a Typical Mortgage

New analysis shows how a spike in oil-driven inflation could lift borrowing costs by translating higher Bank of England rates straight into pricier home loans.

Overview

  • Moneyfacts estimates a worst-case increase of roughly £280 to £300 a month, or about £3,380 a year, for a £250,000 mortgage over 25 years if the Bank rate reaches 5.25%.
  • The Bank of England’s stress test links a USIran conflict to oil above $120 a barrel and UK inflation near 6.2%, which would force multiple rate rises to curb prices.
  • Mortgage pricing usually sits 1.5 to 1.75 percentage points above the Bank rate, so a 5.25% base rate would push typical mortgage rates above about 6.5%.
  • Markets have already shifted toward higher rates and lenders have pulled cheaper deals, with average two-year fixes up from 4.83% to 5.77% and five-year fixes from 4.95% to 5.68%.
  • The BoE says average monthly payments are expected to rise by about £80 over the next three years, and Moneyfacts advises borrowers to consider locking in a new deal up to six months early.