Bond markets are heading into a volatile week as investors manage month- and quarter-end portfolio rebalancing before Friday's September U.S. employment report. Reuters consensus forecasts call for 84,000 new jobs, down from August's 162,000 gain but above the estimated pace needed to keep unemployment steady at 4.1%. Futures markets price about a two-thirds chance of another Federal Reserve rate increase next month, putting close attention on speeches by policymakers including Michelle Bowman and Lisa Cook. All voting Fed policymakers who have spoken since this month's unanimous rate hike have indicated that further tightening is likely to be needed. Oil prices have risen above $108 a barrel after President Trump rejected Iranian proposals involving the Strait of Hormuz and an end to regional fighting, with little prospect of resolving the seven-month crisis before the November U.S. midterm elections. The U.S.-China summit produced limited follow-through, although the countries agreed to selected tariff relief and extended their broader trade truce only through January. Chinese industrial profits also fell in August. ECB President Christine Lagarde and Richmond Fed President Thomas Barkin are also scheduled to speak.