Quint Tatro, president of Joule Financial, is watching three stocks closely this earnings season. He's using United Airlines, which reports earnings Monday afternoon, as a barometer for the rest of the airlines and, more importantly, consumer demand and the economic rebound.
"Airline stocks are not usually something that we're too keen on for quarterly earnings, but we really want to see what the companies say about the bookings that they're seeing, the demand they're seeing for this sort of reopening trade. I think that has the opportunity of setting the tone for the week," Tatro told CNBC's "Trading Nation" on Friday.