Goldman Sachs AM BLUF 02-12-26 (Old Economy vs New Economy _ VRTX IgAN Preview _ Electricity Demand _ Korean Batteries _ Macro _ ESG)

GS ## Global AVs _ Alstom _ Barry _ BNP _ Stellantis _ PPC _ Netflix _ TSMC _ Global Robotaxis ##

GS Basics - Expiry. Travel And Arrive. Dec Gasoline Tests Highs

GS ## Marketcolour + HF Update _ Alstom _ Pernod _ Barry ##

GS MORNING_ 1) HUF Thoughts, 2) Updated RBA Forecast, 3) FX Risk-Neutral Expressions, 4) Rates Views and 5) Asia FX Update

GS Digital Assets Need to Know

GS Macro Matters - The Highlights