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Mortgage repayments could soar as inflation threatens to hit 30-year high

OBR graph
The fiscal watchdog has warned we are entering an unpredictable era in the economy (Picture: Getty/ONS)

Monthly mortgage repayments could increase by hundreds of pounds a month if inflation spirals out of control.

Chancellor Rishi Sunak delivered his budget today and went on a spending spree after the public books showed a far healthier picture than had been feared at the start of the pandemic.

But the rising cost of living hangs over his plans – and the UK’s fiscal spending watchdog has warned it could get much worse than previously thought.

The Office for Budget Responsibility (OBR) previously predicted CPI inflation, which measures the cost of consumer goods, would rise to 4.4% next year.

Given it stood at just 0.9% 12 months ago, that’s already a big jump – but it could be worse.

The respected economic body warned the picture has changed even in the short time since it closed its forecast for this year’s outlook.

It said it now envisioned inflation could climb to close to 5% and set out a scenario in which it rose even higher.

In this gloomier model, the rise in the cost of living hits 5.4%, higher than at any point in three decades.

Estate agents placards are seen in front of houses in London on August 17, 2016 From computers and cars to carpets and food, Britain's decision to leave the EU is beginning to hit consumers in the pocket, having already spread uncertainty through the property market. There are fears over the UK housing market, but deflation is more of a concern than price rises in this key sector. Figures released Monday showed that residential rents for new lets in London had fallen for the first time in six years. In addition, homeowners have seen the value of their property rise on average by just 2.1 percent in the year up tol August, a slowdown from the breakneck growth of recent years, according to property website Rightmove. / AFP PHOTO / Daniel LEAL-OLIVAS (Photo credit should read DANIEL LEAL-OLIVAS/AFP via Getty Images)
The bank looks set to act to cool down the economy – but that’s not good news for anyone with debt, especially mortgage holders (Picture: AFP)

Under those circumstances, the Bank of England might have to raise interest rates to 3.5%, up from its current historic low of 0.1%.

The move would put a lid on rising prices and help prevent a cost of living crisis – but it would hit homeowners in the pocket.

After an era where mortgage holders have been used to their repayments staying virtually static year to year, there could be a dramatic jump.

Speculation is mounting that the central bank will increase rates next week, but it’s likely to only be by a fraction of 1% initially.

Even a rise of that size would make mortgage holders feel the pinch but the worst case scenario mapped out by the OBR would feel more like a household budget crisis, with potentially hundreds of pounds more leaving homeowner’s accounts every month.

A rise in interest rates also has a big impact on the public finances because the Treasury has to pay back more on its debt.

CPI inflation and Bank Rate: central forecast versus alternative scenarios (Picture: OBR)
The OBR has set out a feasible economic scenario where the Bank of England is forced into extreme measures to stop spiralling prices rises (Picture: OBR)

Mr Sunak warned today  that even a one percentage point increase in interest rates would cost the country £23 billion in payments on its debt mountain.

Mel Stride, Conservative chairman of the Treasury Select Committee, warned ‘the threat to the public finances through inflation cannot be understated’ and the ‘big debate’ is if the increases will be transitory or persistent.

He said: ‘The huge challenge here and danger is that we go into a wage-price spiral, and one of the ways that might happen is if we talk up wages, if we invoke companies to put up wages without a coincident increase in productivity that will simply feed the inflationary tiger, and we have to be very careful on that point.’

He added: ‘I have a feeling that these inflationary pressures are going to be rather more than many imagine them.’

SNP Westminster leader Ian Blackford said inflation ‘may well be the defining issue of many budgets to come’, as he cited warnings it could soon hit 5%.

He told MPs: ‘Mortgage holders are rightly fearful that this inflationary spike will be met with a rise in interest rates.

‘The chancellor seems to think that all of this is merely transitory but complacency on this issue is simply not an option.’

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