Supplyframe Commodity IQ endorses the view that the U.S. economy will enter a moderate recession in the second half of 2023, while China will attain respectable growth. However, market events and seasonal factors indicate that electronics demand will recover during the last six months of the year. For electronics buyers who have seen refreshingly favorable pricing and lead-time trends in the first half of 2023, the shift in market conditions is projected to change the purchasing environment.