Mortgage Strategy – Bets Mount As Markets Digest US Tariffs

In light of Trump’s new tariffs, experts now think it’s very likely that the Bank of England will cut interest rates in May. The tariffs have unsettled global markets and increased the likelihood of a rate cut from about 50% last week to 86% now.

In fact, UK markets have already fallen, with big banks losing more than 5% of their value because of the uncertainty. As a result, mortgage rates linked to swap rates have started to drop. Some lenders, such as TSB and Coventry Building Society, have already cut their mortgage rates, providing borrowers with some relief.

Luther Yeates, Head of Mortgages at Orton Financial, spoke with Mortgage Strategy about the potential silver lining for borrowers: “If the pandemic taught us anything, it is that property remains a resilient asset class during periods of uncertainty.

“Despite predictions, UK property prices surged to record highs after an initial period of stagnation. What’s more, house prices continued to soar into 2023, outpacing growth in previous years. If inflation remains elevated due to tariffs, we could witness something similar in the coming months.

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 “Of course, higher mortgage rates present challenges for many people. But for investors, they present a significant opportunity.

“Rising mortgage costs are pushing more potential buyers toward renting. With more would-be buyers staying in the rental market, demand for rental properties will likely climb even further.”

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