We're still in the early stages of the government shutdown, but we're already beginning to see the ways in which the situation could get worse and start really affecting the U.S. economy.

Thanks to the bickering of Congress and the lack of a spending bill, there may be challenges ahead for banks and financial companies. That said, volatility and market dislocations could create opportunity as well.

With that in mind, in the video below, Motley Fool banking analyst Matt Koppenheffer outlines why he's keeping an eye on Wells Fargo (WFC -0.56%)JPMorgan Chase (JPM 0.49%), and Goldman Sachs (GS -0.23%) and how the shutdown may affect them.