As always a very interesting post golfho.
I noticed the mention of "Asia-Pacific". I think that would include Japan, China ,Korea, India, Australia and New Zealand.
And the EU certainly would indicate Western Europe. The current political situation may mean they would avoid the Ukraine and Russia.
And I like the "over the next few months" part!
I agree that we do have to listen closely to what Steve says!
"The refusal of the real is the number one dogma of our time" Rene Girard