Something really extraordinary has happened this week. In his speech to the IOD in Manchester, the prime minister has fashioned a new narrative for his government's economic agenda. Before jetting off to the G8 in the US, he has talked of austerity WITH stimulus for the first time - and seems to have consigned to the political dustbin that 'binary choice' rhetoric of his first two years in government. With low to no growth in the UK, Camp David may prove to be an appropriately named location for one D Cameron. Is he now pitching his tent on new political ground? I'm fascinated.