Trade rhetoric and recessionary worries highlight the week ahead. The economic calendar is relatively light and could open the door to market moves based on tweets and rumors. Let's take a look at a few trades I'll be watching in the coming weeks.Buy the Utilities Select Sector SPDR ETF (XLU)Utilities have gotten a lot of attention as a defensive play in this market but the good times may not be over. According to Kensho, there have been three 10Y/2Y yield curve inversions since 1980. In each of those instances, the utilities sector has outperformed the broader market in the six months following the initial inversion. The average return during that six-month period was 8.6% compared to a 3.5% return for the S&P 500. It doesn't guarantee that it'll happen again but history is on its side.Buy the ProShares S&P 500 Dividend Aristocrats ETF (NOBL)Dividend equities have begun gaining some interest by investors seeking both safety and an alternative to low Treasury yields. All dividend groups have not performed the same however. The dividend aristocrats have been the best performing group nearly keeping pace with the S&P 500 year-to-date while the high yielders and quality dividend stocks have trailed the aristocrats by about 300 basis points. Stick with those stocks with longer dividend histories.Watch the iShares U.S. Home Construction ETF (ITB)I'm watching mortgage data here. Mortgage applications are back on the rise after a few months of decline and falling rates could spur the next leg of home building activity. New and existing home sales data hits the street this week and could give us a better sense as to where the sector is headed. Consider buying if there are some encouraging signals this week.Watch the SPDR S&P Retail ETF (XRT)Most of the sector's big names - Home Depot, Target, Kohl's, Lowe's, Nordstrom, Dick's Sporting Goods, Ross Stores, Gap, Buckle and Foot Locker - all report earnings this week. Volatility should be higher than normal. The sector has been beaten down in 2019 but recent consumer spending data has actually looked fairly strong. I'd be tempted to go long here ahead of earnings.Avoid the ETFMG Alternative Harvest ETF (MJ)I originally sold my shares of MJ back in the mid-30s and advocated getting back in if it dropped below 30. It's now at 26 and I still don't feel compelled to buy. The sector still feels overvalued and recent earnings suggest the whole group has a ways to go before more of the excess gets worked out. Better to sit on the sidelines and let this one play out.