The dominant theme across global markets next week will again likely be the evolving narrative around the Iran war and the trajectory of the still tenuous U.S.-Iran peace talks, First Abu Dhabi Bank's Simon Ballard says in a note. "The technical talks in Qatar are ongoing, with markets taking an increasingly optimistic view on a permanent ceasefire and the restoration of Strait of Hormuz shipping flows," the chief economist says. However, First Abu Dhabi Bank would caution that success is anything but guaranteed at this stage. (emese.bartha@wsj.com)