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There is also the transition issue. It is possible that Larry Summers’ decision to step down from consideration for the top job at the Fed allowed Bernanke to take his time in changing direction in monetary policy. Watch next week for the possible appointment of Fed Vice Chair Janet Yellen as the next head of the bank. If that happens, Bernanke might be more willing to head off into the sunset when he leaves the post at the end of January without having started to taper.