MacroImpact 6/9 · medium19 August 2026 at 07:00

UK inflation rises to 2.9% in July as energy price cap lifts household bills

CPI rose to 2.9% in the year to July 2026, up from 2.6% in June - the first increase since March. Almost all of it came from housing and household services, chiefly gas and electricity after July's price cap rise. For buyers, that keeps a September rate cut in doubt and fixed mortgage pricing sticky; for sellers, it argues for realistic pricing. Core CPI was unchanged at 2.6%, so this looks energy-led rather than broad-based.

What this means for…

Buyers· 2/3

Sellers· 2/3

Wider market· 2/3

Each axis scored 1 (minor) to 3 (major). Total 6/9.

Source

Office for National Statistics

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