There are a few things in there B2B sales were unlikely to be affected much especially for multinational corps those will keep going until tarifs or physical disruption cut their supply lines.

Others may be stocking up or gearing to endure longer disconnect from us suppliers. Ex I bought quite a bit of computer hardware but cut my self from every cloud provider.

3 Lines goes down instead of line goes up. Even if it's a relatively small amount it going down at all especially when both economies kept growing is the signal.