Long Bonds Surge as Financials Crater: Recession Warning and/or AI Implosion Brewing? PREVIEW by davefairtex Long bonds surged as financials cratered this week, with TLT up sharply amid risk-off flows. Is this a classic recession warning, an AI debt implosion brewing, or both? Long Bonds Surge as Financials Crater: Recession Warning and/or AI Implosion Brewing? PREVIEW by davefairtex Long bonds surged as financials cratered this week, with TLT up sharply amid risk-off flows. Is this a classic recession warning, an AI debt implosion brewing, or both?