be and borisjohnson is very good at rabble rousing and giving the audience a sense of optimism, but i think they will also be looking for some substance to. i am told that the speech will be pretty short on policy because we have a budget coming up in a few weeks and a spending review talking about higher wages and again we expect an announcement in due course, a higher minimum wage but he will not make that from the conference platform. we have to wait from that report from the low pay commission so this is about a sense of direction of travel rather than detailed policy but one thing that seems to be coming out, such as from lord wolfson, is he is incredibly good at taking the credit for things and he is also pretty successful at shifting the blame and some businesses are less than pleased that what we expect to be a section of the speech saying that businesses have used immigration to cover their own failure to invest in people, machinery and skills. some people are saying, hang on,