Banks flag interest rate bloodbath

There are fears Wednesday’s massive jump in inflation could flow onto mortgage repayments, with the Reserve Bank of Australia now considering whether to hike interest rates to combat growing costs.

After the announcement that the consumer price index (CPI) has risen by 7.3 per cent in the past year, some experts are proposing interest rates could be hiked by at least 0.5 per cent by the end of the year, with two more meetings before 2023.

The Commonwealth Bank (CBA) is anticipating the RBA will hike the cash rate by 25 basis points at both its November and December board meetings, taking the rate to 3.10 per cent.

“There are no two ways about it – inflation is red hot in Australia right now, as it is in many parts of the world, and we expect the RBA will respond by raising the cash rate again,” a CBA spokesperson said.

“Indeed, our call has been that the RBA will deliver one or two more 25bp rate hikes, then pause for an extended period.”

A rise in the cash rate of just 0.25 per cent in November will see households paying $809 more per month on their mortgage than they were in April on a $500,000 home loan, according to Canstar.

For those with a $1 million mortgage, repayments will jump by more than $1619 for a 0.25 per cent jump and $1778 for a 0.5 per cent rise.

The RBA will continue to raise the cash rate as inflation remains “uncomfortably high”, BIS Oxford Economics head of macroeconomic forecasting Sean Langcake said, but rules out anything beyond a 0.5 per cent rise.

“We continue to expect a further 50 basis points of tightening before the RBA pauses to gauge how the economy is tracking,” Mr Langcake said.

“This is a very strong inflation print.

“Nevertheless, it is broadly in line with the RBA‘s expectations, meaning it will have a relatively limited impact on their outlook.”

Mortgage holders will not only have to contend with higher repayments in the coming months, with inflation seeing the cost of essential goods explode.

More than three-quarters of September‘s 1.8 per cent rise in inflation was from a jump in the cost of goods, with food alone rising 3.2 per cent in the past quarter and 9.0 per cent in the past year.

Fruit and vegetable prices have exploded by 16.2 per cent in the past year with dairy products not close behind at 12.1 per cent, with costs expected to grow as the impact of flooding bites.

Costs are mounting for households, with the average person needing a wage boost of $6637 this year just to keep up with inflation according to Canstar money expert Effie Zahos.

“Budgets will be further strained under the cost of living pressures as inflation shows no sign of abating,” said Ms Zahos.

“Household savings and emergency buffers are likely to take a hit. The government anticipates household savings to fall from elevated levels to 3.25 per cent in the June quarter of 2024. The next 12 to 18 months will be the storm that households need to work through.“

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