Quarter-end data across China, Canada, the United States and the Philippines exposed one dividing line, where growth now runs on chips and on energy.
Analysis
Key Facts
—China. The official factory gauge rose to 50.3 in June, but high-technology manufacturing stood far higher at 53.5, while consumer goods lagged.
—Factory prices. China’s factory-gate prices fell for the first time in six months, a sign of deflation where supply outruns demand at home.
—Canada. April output grew 0.5%, but mining, oil and gas alone surged 2.9%, with oil sands up 6.6% on a rebound from maintenance.
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