Detailed Review of Economic Events and Corporate Earnings on August 14, 2025: UK and Eurozone GDP, US PPI Index, EIA Gas Data, Financial Reports from Major Companies in the US, Europe, Asia, and Russia.
On Thursday, August 14, 2025, investors will focus simultaneously on important macroeconomic indicators and a busy corporate earnings agenda. In the morning, preliminary estimates of the growth of the UK and Eurozone economies for the second quarter of 2025 will be released — critical data that may influence currency markets and European stock indices. In the afternoon, the US will publish statistics on inflation in the manufacturing sector (Producer Price Index, PPI) and the weekly report from the Energy Information Administration (EIA) on natural gas inventories. Additionally, several major companies from the US, Europe, Asia (Japan, China), and Russia will present their quarterly financial results, including notable names such as John Deere, JD.com, Applied Materials, NetEase Games, Globant, Pioneer Power, and others. Below is an overview of these events, along with a schedule and a brief analysis of their significance for investors.
UK GDP for Q2 2025 (09:00 MSK)
The first estimate of the UK's gross domestic product for April–June 2025 will be released in the morning at 09:00 MSK. This data will reflect how the UK economy coped with the impact of high interest rates and inflation during the second quarter. If GDP shows zero growth or a decline, concerns about a recession in the UK will intensify — potentially putting pressure on the pound sterling and the stocks of British companies. Conversely, moderate positive growth could be a pleasant surprise, bolstering hopes for a "soft landing" for the economy. Investors and analysts will closely compare the actual figure with forecasts to assess the likelihood of easing policies from the Bank of England in the future.
Eurozone GDP for Q2 2025 (12:00 MSK)
In the afternoon, preliminary data on the total GDP of the Eurozone (20 countries) for Q2 2025 will be published. This is a key indicator for European markets: a slow growth rate of the Eurozone economy (close to zero or negative) will intensify discussions about stagnation and may increase pressure on the European Central Bank to ease monetary policy. On the other hand, higher growth figures would indicate the resilience of the Eurozone economy, despite expensive loans and high prices, potentially strengthening the euro and supporting European stock indices. Market reactions will depend on whether the actual figures exceed expectations — a positive surprise could enhance investor sentiments in the European banking and industrial sectors, while disappointment would heighten caution.
US Producer Price Index (PPI) for July (15:30 MSK)
At 15:30 MSK, the July Producer Price Index (PPI) for the US will be released — a measure of wholesale-level inflation. The PPI reflects changes in costs for producers and often precedes consumer price trends. A slowdown in PPI growth or a reduction compared to the previous month will signal weakening inflation pressure in the future, which markets will perceive positively. Conversely, an unexpected spike in PPI would indicate sustained inflation in the production chain and could raise concerns for the Federal Reserve. This release is significant for the stock market as it impacts rate expectations: a lower PPI will strengthen hopes for a quick easing of Fed policy, while a high reading could trigger sell-offs in stocks, especially in cost-sensitive sectors (industrial, commodities). Investors will also consider PPI components (such as energy and commodity prices) when assessing its impact.
EIA Natural Gas Inventory Data (17:30 MSK)
Traditionally, on Thursdays, the weekly report from the US Energy Information Administration (EIA) on changes in natural gas inventories in underground storage will be released at 17:30 MSK. Currently, in the heat of summer and increased air conditioning use, inventory dynamics provide insights into the balance of supply and demand in the gas market. If inventories increased significantly more than the average norm over the week, this signals oversupply or weakening demand — such data could lead to a decline in natural gas prices. Conversely, a small increase in inventories or a reduction would indicate high demand (e.g., due to heat) or supply issues, supporting gas prices. Energy traders and investors in stocks of gas production companies (including LNG exporters) will closely react to this data. The indicator will be compared both to previous weeks' numbers and to the normal range for this time of year to understand if an oversupply or shortage of gas is forming in the market.
Corporate Earnings in the US and China (S&P 500 Companies and Major ADRs)
On August 14, the busy earnings season in the US continues. Among the companies in the S&P 500, giants such as Deere & Co. and Applied Materials will report quarterly results, along with significant consumer and industrial firms. Investors will also receive fresh results from a number of Chinese tech companies whose stocks trade on the NASDAQ (ADRs), including JD.com and NetEase Games. Below are the main companies publishing their financial reports on this day in the US (tickers and brief descriptions in parentheses):
- Before Market Opens (BMO): Deere & Co. (DE) – a world leader in agricultural and construction machinery, Q3 2025 financial report; JD.com (JD) – a major Chinese online retailer, Q2 2025 report (a key barometer of consumer demand in China); Tapestry (TPR) – a holding group of luxury brands Coach, Kate Spade (financial results will indicate trends in the premium goods segment in the US and China); Amcor (AMCR) – an international packaging company, Q4 2025 report; Advance Auto Parts (AAP) – an American auto parts retailer, Q2 report.
- After Market Closes (AMC): Applied Materials (AMAT) – a leading semiconductor manufacturing equipment producer, Q3 2025 financial report (results are important for assessing global demand for microchips); Globant (GLOB) – an IT company (Argentina/US) providing digital services, Q2 report; NetEase Games (NTES) – a major Chinese internet company (online games and services), Q2 2025 report; Pioneer Power Solutions (PPSI) – an American electrical equipment supplier, Q2 report; Nu Holdings (NU) – a Latin American fintech bank, Q2 report; NICE Ltd. (NICE) – an Israeli software company (analytics and contact center solutions), Q2 report.
These reports cover a wide range of sectors — from industrial equipment and microchips to retail and digital services. There will be particularly high interest in the results from Deere (an indicator of investment activity in the real sector) and Applied Materials (which can influence the entire tech sector). Additionally, Chinese giants JD.com and NetEase will provide data on the state of consumer markets and the online entertainment industry in China, which is crucial amid signals of a slowdown in the Chinese economy. Overall, strong reports from American and Chinese companies may spur growth in stock markets, while disappointments could heighten volatility and investor caution.
Corporate Earnings Reports in Europe (Euro Stoxx 50 and Others)
On August 14, several significant corporate results will be released in Europe, mainly covering half-year reports for the first half of 2025. Among the companies in the Euro Stoxx 50, the highlight will be the earnings report from the fintech giant Adyen NV, a leading payment service provider from the Netherlands. Adyen's half-year report will reflect the dynamics of electronic payments and e-commerce in Europe. Additionally, large companies from various sectors will present results:
- RWE AG – a German energy conglomerate (electric power), report for H1 2025. RWE's results will reflect the situation in the European energy sector, including demand for electricity and the transition to renewable sources.
- Carlsberg A/S – a Danish brewery group, report for H1 2025. Carlsberg's financial figures will provide insights into consumer demand for beer and beverages in Europe and Asia, as well as the impact of rising commodity prices on food and beverage producers' margins.
- Aviva plc – one of the largest insurance companies in the UK, will present results for H1 2025 (IFRS). Aviva's report is essential for evaluating the state of the insurance sector and long-term investment returns amid changing interest rates.
- Swiss Re – a Swiss reinsurance company, report for H1 2025. Although Switzerland is not part of the Eurozone, Swiss Re is a global barometer for the insurance market; its results will show how major risks and disasters from the first half of the year affected insurance payouts and industry profits.
Other European firms are also expected to publish half-year reports, such as Thyssenkrupp (Germany, engineering), Talanx AG (Germany, insurance), Antofagasta plc (Chile/UK, copper mining), Admiral Group (UK, insurance), etc. Overall, European corporate earnings on this day will provide a broad view — from the financial sector to industry. Investors will be seeking confirmations or refutations of the macroeconomic trends reflected in the morning's GDP data. Strong reports (e.g., from industrialists and energy producers) amid positive economic data could bolster European exchanges, while disappointments would amplify the negative effects of weak statistics.
Corporate Earnings Reports from Japan (Nikkei 225 Index)
The week in Asian markets is marked by the active publication of quarterly results from Japanese corporations. By August 14, the peak of earnings from several companies in the Nikkei 225 index for Q1 2025 (April–June 2025) is occurring. Among the largest Japanese firms disclosing results between August 12 and 14 are insurance, industrial, and technology giants. The following stand out:
- Sompo Holdings – one of the leading insurance groups in Japan, report for Q1 2025 fiscal year is expected on August 14. Investors will assess the dynamics of insurance premiums and payouts from Sompo against the backdrop of economic recovery and recent natural disasters. Strong results could support stock prices in Japan's financial sector.
- Dentsu Group – the largest advertising and communication company in the country, report for Q2 2025 (calendar year) will be presented on August 14 in the afternoon. Dentsu's performance will reflect the state of the advertising and marketing services market in Japan and abroad, indirectly indicating business activity and consumer demand.
- Ebara Corporation – a Japanese manufacturer of industrial equipment (pumps, compressors), will report for Q2 2025. Strong order growth at Ebara would signal an acceleration in industrial production, while weak results could indicate ongoing difficulties in the machinery sector.
- Credit Saison – a major financial company (credit card operator and consumer lending), report for Q1 2025 fiscal year is scheduled for August 14. Credit Saison's results will show the state of Japanese consumer spending and debt levels. Improved figures will signal household confidence, while declining profits may raise concerns about domestic demand.
Other representatives of the Nikkei 225 are also expected to publish results during these days, such as Yokohama Rubber (tires, August 12), Citizen Watch (consumer goods, August 12), Nexon (online games, August 13), Eisai (pharmaceuticals), and others. Overall, the week has become a test for the Japanese market — most reports indicate a continuing recovery in corporate profits. If the combined results of the largest firms are strong, this will support the rally in Nikkei (which recently set new records), while disappointing reports from certain companies may trigger corrections in specific sectors (especially if there are disappointing forecasts from tech or export-oriented companies).
Corporate Earnings Reports from Russia (Moscow Exchange Index)
The Russian stock market will receive relatively few significant corporate earnings reports on August 14, as the peak publication of financial results for Q2 (or the first half) for many issuers is expected later in August and into early September. However, one of the largest telecommunications companies, MTS (Mobile TeleSystems, MTSS), plans to publish its financial results in accordance with IFRS for H1 2025 precisely on August 14. Investors expect to see in MTS's report the dynamics of revenue from mobile services and fintech, as well as the impact of exchange rate fluctuations and inflation on the company's profits. Strong figures from MTS may positively affect the shares of the Russian telecom sector and support the Moscow Exchange index, given the company's weight in the market.
Besides MTS, attention on this day will be drawn to the energy sector: a presentation of operational and financial results for the half-year is expected from Inter RAO (IRAO), a major participant in the energy sector. Although the formal IFRS report from Inter RAO may come later, the presentation on August 14 will provide insights into trends in electricity generation and sales. In the context of rising tariffs and changing export opportunities, this data will be of interest to industry analysts. Overall, the majority of large Russian companies — such as Gazprom, Lukoil, Sberbank, Norilsk Nickel, among others — will release their half-year reports closer to the end of August or early September, so the impact of corporate events on August 14 on the Russian market will be moderate. Nevertheless, any surprises in the reports of individual issuers may locally shift their stock prices and set the tone for the respective sectors on the Moscow Exchange.
Combination of Macro and Micro Factors
Thursday, August 14, 2025, will be a busy day for financial market participants. Morning macroeconomic releases from Europe (UK and Eurozone GDP) will set the overall tone: they will indicate how confident the region's economy felt under high rates by mid-year. Afternoon data from the US (PPI) will complement the picture of inflation expectations ahead of the Fed's September meeting, and the EIA report on gas is crucial for the commodities market and energy prices. Against this backdrop, the corporate earnings reports from major companies across different countries will provide a micro-level analysis — investors will be able to compare macro trends with actual business results. This combination of factors may lead to increased volatility: positive surprises (e.g., GDP growth acceleration and strong company earnings) will boost risk appetite and support stock indices, while weak data will amplify discussions of recession and profit pressures, typically leading to market corrections. Ultimately, August 14 promises to provide valuable material for reassessing investment strategies, and its outcomes will significantly shape investor sentiment leading into the final trading day of the week.
