JPM’s Santos Sees Beginning of Long Depreciation of the Dollar

The video discusses the overvaluation of the US dollar over the past decade and the lack of a catalyst to reverse this trend. It highlights the beginning of a new economic cycle, driven by faster growth outside the US, particularly in North Asia and Europe. This shift is expected to lead to a long-term depreciation of the dollar, benefiting US investors investing overseas.

What long-term fundamentals are mentioned in relation to the dollar?

What impact does the text suggest a weak dollar could have on US-based investors?