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Honeywell's report should clarify what’s going on in aerospace — one of its core businesses. Last week, Boeing offered a positive perspective on demand for jets while Airbus was more downbeat. But Cramer thinks Honeywell will set investors straight and “explain how we are not at the peak of the order cycle.”
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On a more global scale, Cramer said many portfolio managers are looking to Yum Brands to track Chinese fortunes, because of the huge presence its KFC stores have in China. He also thinks that a slowing Chinese economy, coupled with potentially rising chicken and grain prices, makes YUM a good sale coming into its quarterly report.
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When this story was published, Cramer's charitable trust owned Boeing.
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