I think we should get the 'good as we are'(aka Galliani's) route until the end of the year, unless:
a\ a major injury occurs, leaving us without a vital player (think Pirlo)
b\ we receive more than a reasonable offer for some of our players or just a reasonable one for our bench-warmers
If we manage to sell properly this winter and sign Llorente for free next summer there is no reason why we shouldn't be chasing only the top players from then on.