US banks confirm that they are in excellent financial "health", as the largest of them have an average of 10.6% Tier 1 (capital adequacy ratio), when the Fed limit is 4.5%. According to analysts, this excess liquidity is expected to lead to decisions for even larger share buybacks and increase in dividends.

These moves are expected to continue to support the banking rally and despite the big profits of 2021, in the coming years the banking sector is expected to be among the protagonists in terms of returns. Right now, the banking sector is making an upward reaction effort after a 5% drop in the last year seems to be acting as support for buyers. The XSpot Growth portfolio already has exposure in the US banking sector.