Taiwan President Lai’s 10.10 speech; Waiting for the MoF presser; PBoC launches SFISF; Private economy draft law; Australian lobsters out of doghouse

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Summary of today’s top items:

1. Taiwan President Lai’s 10.10 speech - There had been rumors that Lai’s speech would be “inflammatory”, but what he delivered on Thursday seemed relatively “restrained”. Now of course there are rumors that he did change the speech, though not about why or if anyone pressured him. So were there revisions, or just the usual rumors? Regardless, the reaction from PRC officials and propaganda outlets is not treating it as restrained or offering olive branches.

Chen Binhua, spokesperson for the Taiwan Affairs Office of the State …