Jeff Cox Here's the Real Reason the Fed Will Taper QE: Pro

Noted Nomura bear Bob Janjuah believes he knows the reason why the Federal Reserve will begin pulling back its easing program, and it's not about unemployment, inflation or anything else directly related to the economy.

Instead, he believes the central bank is worried that it is creating an asset bubble that will only get worse if it keeps following the current path.

CNBC NetNet

Here's the Real Reason the Fed Will Taper QE: Pro

Jeff Cox | Senior Writer

Nomura's Bob Janjuah on 2012

Read Janjuah's analysis at Zero Hedge
Bob Janjuah Answers The Six Biggest Questions Heading Into 2012
Submitted by Tyler Durden

This is a fairly long and detailed article, but it contains summary conclusions on all points if you prefer to skim rather than work through the more detailed rationale. ZH summarizes in the first paragraph. The rest is Janjuah.