It's interesting that last summer Elon said he had "a really bad feeling" and now Satya is making economic predictions. How much information to these tech companies really have were they can extract/forecast economic trends?
Imagine the picture you can put together if you see trends in cloud usage and orders, ad buys, search trends for shopping and other econ indicators (layoffs, unemployment, job hunting, COBRA), and actual shopping transaction volume. Many of these you can see change by the minute.
They should actually have pretty unique view to just about how most companies on the planet or in at the least in the West are doing or looking to do from employee numbers.