日本央行董事会成员高田朝纪在周四的一次演讲中表示，在暂停评估美国关税对日本经济的影响后，日本央行应恢复加息。他指出：“我的观点是，日本央行目前只是暂停其政策性加息周期。”他补充说，在一段时间的“观望”之后，日本央行应该放弃其超宽松政策。高田表示，在强劲的企业盈利、劳动力短缺和工资上涨的推动下，日本正接近2%的通胀目标。尽管高田预计，尽管特朗普总统于4月1日宣布了全面的关税，但这一前景将“大致”保持不变，他强调需要监控风险。“鉴于美国各种政策的不确定性仍然很高，日本央行必须以更灵活的方式执行货币政策，而不能过于悲观。”他还警告说，如果美联储恢复降息，可能会降低日本央行的政策灵活性。尽管如此，高田没有看到类似于过去危机的美国经济衰退的迹象。

The Bank of Japan should resume rate hikes after a temporary pause to assess the impact of U.S. tariffs on Japan’s economy, board member Hajime Takata said in a speech Thursday. “My view is that the BoJ is currently only pausing its policy interest rate hike cycle,” he noted, adding the bank should shift away from its ultra-loose policy after a period of "wait and see". Takata said Japan is nearing the 2% inflation target, helped by strong corporate earnings, labor shortages, and rising wages. While he expects this outlook to remain “broadly” unchanged despite President Trump’s sweeping tariff announcement on April 1, Takata stressed the need to monitor risks. “Given uncertainties regarding various U.S. policies remain high, the BoJ must conduct monetary policy in a more flexible manner without being too pessimistic." He also warned that if the Fed resumes rate cuts, it could reduce the BoJ’s policy flexibility. Still, Takata sees no signs of a U.S. recession akin to past crises.