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UK Mortgage Approvals Drop to Lowest Since December 2023

Rising swap and mortgage rates tied to the Middle East conflict pushed up borrowing costs and reduced lender offerings, with recent falls in swap rates prompting some lenders to trim fixed deals.

Overview

  • Bank of England data show mortgage approvals for house purchases fell to about 56,200 in May, the weakest reading since December 2023 and down from roughly 66,000 in April.
  • Approvals for remortgaging with a different lender fell sharply to about 33,300 in May from 51,200 in April, as many mortgage deals were withdrawn from the market.
  • Analysts link the slowdown to higher swap rates that followed the late‑February escalation of the USIsrael war with Iran, which pushed up energy and inflation expectations and lifted mortgage pricing.
  • The effective interest rate on newly drawn mortgages was reported around 4.22% in May, but swap rates have eased in recent weeks and some banks and building societies have started cutting headline fixed mortgage rates.
  • Household balance sheets show mixed signals: consumer credit was broadly unchanged at about £1.7bn, net credit‑card borrowing fell from £800m to £600m, and deposits rose by £5.4bn while ISA inflows slowed from April.