I believe many indicators will be heavily skewed and suppressed in different ways by political motive, which resulting many awkward and contradictory readings being published. My take is, everything will have a degree of sugar coating due go election, the truth will only be surfaced after that.
I have this feeling that Jan will be a drop and then early Feb will accelerate the drop. Whereas more indicators and data will be released in early Feb, that could signal recession.
Well Microsoft is very good at B2B especially when come to large corporate and government. It has very well established partner network worldwide. On the other hand, Google B2B is infamous. Poorly managed and poorly organized, much worst than many companies, and definitely worst than Salesforce. Therefore not suprising its cloud business is falling behind.