Just Mortgages comments on CPI Inflation

16 September 2026

Carl Parker, national director at Just Mortgages, said:

“Inflation rising again comes as little surprise as the shock to energy supply continues to push up prices. You only have to go to the petrol pumps or the supermarket to really see that in action. While GDP has remained pretty resilient in the face of such volatility, we know the longer-term picture is likely to be less positive – particularly as the Iran conflict rages on and oil prices climb in response. I’m not expecting it to be enough yet to force the hand of the MPC tomorrow with another hold still the likely outcome. However, we do have to prepare for the prospect of a rate rise in the near future if inflation accelerates further.

“While there has been plenty of movement from lenders across the market, we have also seen positive activity from clients, with a modest bounce in buyer registrations so far in September, as clients return to the market after the summer. While there are undoubtedly those proceeding with real caution, there are also people pushing on with their plans. Advisers play a crucial role in such a complex and fast-moving market. Rather than sticking our heads in the sand, we have to be there for those clients who are trying to make moves, capitalise on opportunities and funding still available in the market and secure deals before any further changes.”