RealMoney Radio: Flying High

The agriculture and aerospace sectors are the two bright spots in the market right now, Jim Cramer said on his "RealMoney" radio show Monday.

Previously, companies that make planes and tractors had not been hot because of the notion that the economy is slowing and the Fed has continued to raise rates, he said. But agriculture and aerospace companies are immune to those pressures since most of their orders are from overseas, he said.

Cramer said he cares more about the Chinese, Brazilian and European economies when it comes to these sectors, and he added that agriculture and aerospace should not be getting hurt as much as the home market.

In the agriculture sector he predicted Deere (DE Quote) and Agco (AG Quote) are two companies that should rally in the face of Fed tightenings.

In addition, Honeywell (HON Quote) and Gehl (GEHL Quote) are two companies that should be going up since Boeing (BA Quote) is up, he said.

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