My predictions:
Neymar-in (I bet we'll negotiate it down to say 37 million which is still too much)
de Gea-in (if Man United buy the Stoke keeper then they are going to be more likely to sell de Gea)
Valdes-stays (We'll need him for one more year as the new goalkeeper settles)
Hummels- not going to happen (there seem to be too many obstacles in the way for this transfer to really accumulate with his transfer fee, wages, our interest, etc.)
Some other cheaper CB-in (I think this is destined to happen, we'll either go for someone young or we'll go for someone reliable but not amazing)
Aguero-definitely not going to happen (just like Hummels's case, there will be too many obstacles and his transfer fee would be astronomical)