Australia’s housing shortage is already being constrained by costs, skills shortages and lengthy construction times. Now another enormous investment boom could add to the pressure: data centres.

Sean Aylmer speaks with Gareth Spence, Head of Australian Economics at NAB, about the week ahead, including building activity. They also look at the potential for AI infrastructure to compete with housing for skilled trades, consumer confidence after the latest rate rise, and what the RBA’s Financial Stability Review tells us about household resilience.

The Week Ahead with NAB is brought to you by National Australia Bank