HON
Honeywell International, Inc.
stock NASDAQ

📅 Tuesday, July 15 – CPI (Inflation), Empire State Manufacturing, Fed Speakers
CPI-Sensitive (Inflation Plays):
• Gold: $GLD (SPDR Gold ETF), $NEM (Newmont)
• Consumer Staples vs. Discretionary: $XLP vs. $XLY
• Inflation-Protected Bonds: $TIP (TIPS ETF)
• Rate-Sensitive Growth: $ARKK (high beta to real rates), $TSLA, $SQ
Empire State Manufacturing Index (Input Demand):
• Cyclicals: $CAT (Caterpillar), $DE (Deere)
• Industrial ETFs: $XLI, $IYJ
• Upstream Materials: $FCX, $CLF
Fed Speakers (Monetary Policy Sentiment):
• Banks: $JPM, $GS (benefit from higher rates)
• Homebuilders: $ITB, $LEN, $DHI (inverse rate sensitivity)
⸻
📅 Wednesday, July 16 – PPI, Industrial Production, Beige Book
PPI (Producer Inflation):
• Logistics & Packaging: $FDX, $UPS, $PKG
• Retail Margins: $WMT, $TGT, $COST
Industrial Production:
• Capital Equipment: $GE, $HON, $EMR
• Railroads (Volume Proxies): $UNP, $NSC
Beige Book (Regional Economic Health):
• Regional Banks: $KRE, $RF, $ZION
• REITs: $PLD (logistics), $SPG (retail)
⸻
📅 Thursday, July 17 – Jobless Claims, Retail Sales, Philly Fed, Import Prices, NAHB
Jobless Claims (Labor Market):
• Temp Staffing: $MAN, $RHI
• Consumer Proxy: $UBER, $LYFT, $NFLX
Retail Sales:
• Discretionary Retail: $M, $RL, $ROST, $BBY
• Payment Processors: $PYPL, $SQ, $V
Import Prices:
• Import-Heavy Retailers: $BBY, $WMT
• Shipping/Ports: $ZIM, $MATX
NAHB Housing Market Index:
• Homebuilders: $DHI, $TOL, $PHM, $ITB
• Building Materials: $BLDR, $OC
⸻
📅 Friday, July 18 – Housing Starts, Building Permits, UMich Sentiment
Housing Starts / Permits:
• Construction: $CAT, $MTZ
• Mortgage & Title: $RKT, $FNF
UMich Consumer Sentiment:
• Big-Ticket Consumers: $F, $GM, $WHR
• Credit & BNPL: $AFRM, $DFS, $COF
• Travel & Discretionary: $BKNG, $ABNB, $CCL

I always laugh when I see these types of postings on drones and no one mentions [HON](https://aerospace.honeywell.com/us/en/industry/urban-air-mobility). At the current HON pricing and with the plan separation of business units. The aerospace unit should be a dominant player across all segments. Just think about the value GE delivered with their breakup.

📅 Tuesday, July 15 – CPI (Inflation), Empire State Manufacturing, Fed Speakers
CPI-Sensitive (Inflation Plays):
• Gold: $GLD (SPDR Gold ETF), $NEM (Newmont)
• Consumer Staples vs. Discretionary: $XLP vs. $XLY
• Inflation-Protected Bonds: $TIP (TIPS ETF)
• Rate-Sensitive Growth: $ARKK (high beta to real rates), $TSLA, $SQ
Empire State Manufacturing Index (Input Demand):
• Cyclicals: $CAT (Caterpillar), $DE (Deere)
• Industrial ETFs: $XLI, $IYJ
• Upstream Materials: $FCX, $CLF
Fed Speakers (Monetary Policy Sentiment):
• Banks: $JPM, $GS (benefit from higher rates)
• Homebuilders: $ITB, $LEN, $DHI (inverse rate sensitivity)
⸻
📅 Wednesday, July 16 – PPI, Industrial Production, Beige Book
PPI (Producer Inflation):
• Logistics & Packaging: $FDX, $UPS, $PKG
• Retail Margins: $WMT, $TGT, $COST
Industrial Production:
• Capital Equipment: $GE, $HON, $EMR
• Railroads (Volume Proxies): $UNP, $NSC
Beige Book (Regional Economic Health):
• Regional Banks: $KRE, $RF, $ZION
• REITs: $PLD (logistics), $SPG (retail)
⸻
📅 Thursday, July 17 – Jobless Claims, Retail Sales, Philly Fed, Import Prices, NAHB
Jobless Claims (Labor Market):
• Temp Staffing: $MAN, $RHI
• Consumer Proxy: $UBER, $LYFT, $NFLX
Retail Sales:
• Discretionary Retail: $M, $RL, $ROST, $BBY
• Payment Processors: $PYPL, $SQ, $V
Import Prices:
• Import-Heavy Retailers: $BBY, $WMT
• Shipping/Ports: $ZIM, $MATX
NAHB Housing Market Index:
• Homebuilders: $DHI, $TOL, $PHM, $ITB
• Building Materials: $BLDR, $OC
⸻
📅 Friday, July 18 – Housing Starts, Building Permits, UMich Sentiment
Housing Starts / Permits:
• Construction: $CAT, $MTZ
• Mortgage & Title: $RKT, $FNF
UMich Consumer Sentiment:
• Big-Ticket Consumers: $F, $GM, $WHR
• Credit & BNPL: $AFRM, $DFS, $COF
• Travel & Discretionary: $BKNG, $ABNB, $CCL

I always laugh when I see these types of postings on drones and no one mentions [HON](https://aerospace.honeywell.com/us/en/industry/urban-air-mobility). At the current HON pricing and with the plan separation of business units. The aerospace unit should be a dominant player across all segments. Just think about the value GE delivered with their breakup.