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财联社4月17日讯(编辑黄君芝)日本央行行长植田和男(KazuoUeda)周四警告称,围绕美国关税政策的不确定性最近急剧上升。

植田和男对议会表示,日本央行1月加息时,美国经济状况良好,金融市场稳定。

“但最近随着美国政策尤其是关税政策的不确定性急剧上升,”他补充说:“在每次政策会议上,我们都会在没有任何先入之主的情况下,仔细研究事态发展及其对日本经济的影响。”

日本央行去年结束了长达十年之久的大规模刺激计划,并在1月份上调利率至0.5%,认为日本正处于可持续实现其2%通胀目标水平的关口。

植田和男表示,日本经济继续温和复苏,工资上涨有助于加速潜在通胀,使其接近央行2%的目标。

植田和男指出,在实际利率极低的情况下,如果经济和物价走势符合央行的预期,日本央行将继续加息。

“但我们必须警惕,围绕各国贸易政策的不确定性正在加剧。”他说。

他同时警告称,如果美国的关税损害日本经济,央行可能需要采取政策行动。这句话暗示日本央行可能暂停加息周期。

他补充说,自2月以来,围绕美国总统特朗普政策的风险,正“更接近”日本央行所设想的糟糕情况。而且,最近的事态发展已经影响了企业和家庭的信心。

日本央行将在4月30日至5月1日召开政策会议,特朗普的“关税乱拳”大大降低了日本央行5月加息的可能性。分析人士认为,美国关税政策的影响将成为日本央行下一步政策决策的重要参考因素。

伊藤忠研究所(ItochuResearchInstitute)首席经济学家AtsushiTakeda表示,“5月加息的可能性更低了,日本央行必须仔细研究关税对经济的影响。他们不可能在5月会议前完成这项工作。”

据最新消息,美日贸易谈判已取得了“重大进展”。美东时间周三,特朗普证实,他亲自参加了与日本官员的贸易谈判,并在社交媒体平台X上发帖称,“非常荣幸刚刚与日本贸易代表团会面。取得了重大进展!”但他并未透露谈判细节。

不过,鉴于特朗普过去表态反复无常的特点,最终谈判结果如何还尚未可知。这也使日本央行决定在何时以及在多大程度上提高利率变得更加复杂。目前,多数分析师仍预计,日本央行的下一步举措将是加息,而不是降息。

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