Canada's economy has lost both of its long-run growth drivers, said Bank of Montreal (BMO).
Alongside the recent historic decline in the population comes news that productivity continued to sag early this year, noted the bank.
Business-sector labor productivity fell 0.5% quarter over quarter in Q1 and is down 0.6% in the past year, extending a multi-year stretch of weakness, pointed out BMO after Wednesday's data.
By sharp contrast, United States productivity is up 2.9% year over year, faster than usual, stated the bank.
Since Q3 2022 -- around the introduction of ChatGPT -- labor productivity has risen more than 9% in the U.S., but not at all in Canada, added BMO. If chatbots are boosting productivity, there is no evidence of such in Canada.
With tight immigration curbs in place for two more years, productivity will need to improve to support growth in Canada, according to the bank.