Theresa May's Mansion House speech last night set the scene for next week's autumn statement.  It was short on detail but it set a clear broad strategic direction which will be fleshed out in the next week with a green paper on Corporate Governance and a new industrial strategy.  She set out a continued commitment to the economic benefits of liberalisation and globalisation PLUS market reforms to ensure more balanced economic growth and responsible capitalism.  It was a clear diagnosis of the issues western economies need to tackle:  people left behind by globalisation (low and middle incomes) and a minority of business acting in a way that creates distrust.  I was reminded of Nick Hanauer's TED talk a few years ago   "Beware fellow plutocrats, the pitchforks are coming' which makes the same argument a little more forcibly.