A South African wage agreement “in principle” Oil: Supply risk from Iraq, as balances gear up for the second half; US natural gas: Front rally warranted? Geopolitical risk mounts Firing on all cylinders; expecting eight blockbusters by YE2015 New dots on the plot at this week's FOMC meeting Avoid the herd; Winner takes all Consolidation of Kion stake to have no net earnings impact; Sell H N: New leadership should help restore investor confidence HSCEI – Daily Futures Fair Value Monitor Global Economic Calendar –Asia Edition