Another hike to come?/No lift still in purchases/Earnings comments

It's broadly quiet out there ahead of Nvidia tonight but some things worth nothing. Ryozo Himino, the Deputy Governor of the BoJ spoke overnight and said "There is no change to our stance that we would adjust monetary easing if economic activity and prices are likely to meet projections." He also said that they will review the market reaction to what they did in July and "The first job we must do is to watch financial markets with an extremely high sense of urgency, as I think they remain unstable." He acknowledged too that any strengthening in the yen could impact export focused Japanese businesses but said that there is not a wide gap between FX budgeting and the levels currently seen. 

He's not really saying anything ground breaking but seems committed to hiking again this year though apparently got some weaker knees with the yen short unwind. The 2 yr JGB yield rose 1.2 bps to .38% which is the highest in 3 1/2 weeks. The 10 yr yield was up by 2 bps to .90%. The yen though is weaker but back to where it was on Monday. The Nikkei was up by .2%. 

Also overseas but not market moving was the 1 pt gain in French consumer confidence which follows the weakening seen in Germany. That's the best since February 2022 and likely getting an Olympics lift.