UK manufacturers will have read with some concerns the suggestion from the Prime Minister that your forthcoming Budget might reallocate savings from lower than expected social security payments and debt interest to additional public spending.
This would surely see a return to form by HM Treasury in assuming the best possible outcome for the labour market and the public finances and spending accordingly. Indeed, many companies may also wish to highlight that the lower levels of unemployment seen during this recession, compared with others, was in large part a consequence of companies and employees working together to minimise job cuts and retain skills.
If this Budget does extend the Treasury's generosity to increase spending companies will rightly feel perplexed that their efforts to keep jobs have been rewarded with higher taxes to fund new spending commitments rather than to reduce the deficit.
Reducing the deficit, after all, must be the focal point of your statement.
Manufacturers will be hoping for your statement to put an end to the current debate on the timing and pace of fiscal consolidation.
This is missing the point.
Some companies will start to feel the effects of fiscal tightening in the next financial year. And the stimulus measures - which did help to limit the economic damage of the recession - have all but run out.
You have an opportunity to outline HOW companies will be impacted by decisions on tax rises and spending cuts in the coming years and how these will relate to the government's priorities for the economy.
Not to do so would be a huge missed opportunity. The Budget needs to spell this out. Otherwise the sectors of the economy that hold the best hope for recovery will face further uncertainty and decisions about investing in the UK will remain on hold.
You can read our full submission to the Treasury in advance of the Budget on 24th March here.