The September jobs numbers took all the predictions of the economic masters of the universe, lined them up, and then swept them into the nearest brick wall. Putting a new spin on the idea of projections.

The 336,000 jobs was "well above the 12-month average of 267,000," said Nationwide Chief Economist Kathy Bostjancic in emailed remarks and almost double the 170,000 consensus, according to emailed comments from David Kelly and Stephanie Aliaga at J.P. Morgan Asset & Wealth Management. And then there were the 119,000 additional jobs through data revisions for July and August.

It's been time for a while to jump off the daily news cycle. Data jitter and the wild swings of forces having at the economy and investment make it impossible to know what will happen. But it does mean that planning might well include scenarios where interest rates go even higher than they have been.