CNBC Daily Open: The September jobs report is key

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CNBC Daily Open: The September jobs report is key
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If September's jobs report skews toward the hotter side, the Federal Reserve might hike rates again, trigger uncomfortable aftershocks in markets.

This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Like what you see? You can subscribeFriday. Hong Kong's Hang Seng Index rose around 1.6%, though it was up more than 2% earlier in the day. Technology stocks likeThe 10-year Treasury yield hit 4.8% Tuesday, a 16-year high.

Trading volume was subdued as well. The SPDR S&P 500 traded 70.1 million shares, below its 30-day average of 80.1 million. Likewise, the Invesco QQQ traded around 4 million shares below its average.With such contrary signals, the Labor Department's jobs report will be the key factor in determining whether markets remain stormy. Economists surveyed by Dow Jones expect 170,000 new jobs for September. But some banks are expecting the number to be higher.

That, in turn, would push Treasury yields up even more and potentially trigger another sell-off in stocks. Then something else might break, said Bob Michele, global head of fixed income forIt's a long line of conjecture, admittedly. But that's just to show, given the volatility of markets now, how much hinges on the September jobs report.

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