Fed's Bullard (dovish, FOMC voter): A strong November jobs reports could increase the odds of a December taper - US economic data is looking somewhat better, GDP has been revised up somewhat - Economy has seen cumulative progress in creating jobs since September 2012, the question is whether this can be sustained. - This cumulative progress is the strongest argument for tapering. - If the Fed can taper due to strong data, everything will be fine, should not see another 'taper tantrum' in markets. - Fed is trying to push people to invest in riskier assets.